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CLA (CliftonLarsonAllen) Wealth Advisors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio SHM Stock Details SHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$35.9M Buy
749,168
+4,896
+0.7% +$234K 0.47% 34
2026
Q1 		$35.6M Sell
744,272
-971,811
-57% -$46.8M 0.52% 35
2025
Q4 		$82.4M Buy
1,716,083
+80,868
+5% +$3.88M 1.24% 18
2025
Q3 		$78.9M Buy
1,635,215
+90,144
+6% +$4.34M 1.24% 18
2025
Q2 		$73.9M Buy
1,545,071
+36,204
+2% +$1.72M 1.24% 18
2025
Q1 		$71.8M Sell
1,508,867
-207,259
-12% -$9.87M 1.34% 19
2024
Q4 		$81.3M Buy
1,716,126
+117,775
+7% +$5.62M 1.58% 17
2024
Q3 		$76.9M Buy
1,598,351
+93,386
+6% +$4.46M 1.77% 16
2024
Q2 		$71M Buy
1,504,965
+110,252
+8% +$5.2M 1.52% 18
2024
Q1 		$66.2M Buy
1,394,713
+1,375,639
+7,212% +$65.5M 1.51% 18
2023
Q4 		$912K Buy
+19,074
New +$895K 0.02% 141
2023
Q3 		– Sell
-10,226
Closed -$481K – 186
2023
Q2 		$481K Buy
10,226
+193
+2% +$9.09K 0.01% 158
2023
Q1 		$477K Buy
+10,033
New +$474K 0.01% 165
2022
Q3 		– Sell
-39,045
Closed -$1.84M – 156
2022
Q2 		$1.84M Buy
39,045
+508
+1% +$23.9K 0.08% 104
2022
Q1 		$1.82M Sell
38,537
-15,747
-29% -$759K 0.07% 112
2021
Q4 		$2.67M Buy
54,284
+42
+0.1% +$2.07K 0.1% 90
2021
Q3 		$2.68M Sell
54,242
-2,141
-4% -$106K 0.11% 84
2021
Q2 		$2.79M Sell
56,383
-4,659
-8% -$231K 0.11% 84
2021
Q1 		$3.02M Buy
61,042
+7,898
+15% +$392K 0.14% 74
2020
Q4 		$2.65M Sell
53,144
-1,330
-2% -$66.2K 0.13% 75
2020
Q3 		$2.72M Sell
54,474
-12,252
-18% -$612K 0.15% 73
2020
Q2 		$3.33M Buy
+66,726
New +$3.3M 0.2% 61
2019
Q4 		$4.28M Sell
87,113
-16,726
-16% -$820K 0.34% 43
2019
Q3 		$5.09M Buy
103,839
+13,561
+15% +$666K 0.44% 37
2019
Q2 		$4.42M Buy
90,278
+30,719
+52% +$1.49M 0.44% 36
2019
Q1 		$2.89M Sell
59,559
-14,000
-19% -$676K 0.32% 49
2018
Q4 		$3.54M Buy
73,559
+635
+0.9% +$30.3K 0.35% 47
2018
Q3 		$3.48M Sell
72,924
-7,802
-10% -$374K 0.32% 45
2018
Q2 		$3.87M Sell
80,726
-31,978
-28% -$1.53M 0.38% 46
2018
Q1 		$5.39M Sell
112,704
-26,087
-19% -$1.25M 0.54% 36
2017
Q4 		$6.65M Buy
138,791
+85,259
+159% +$4.12M 0.68% 33
2017
Q3 		$2.6M Buy
53,532
+6,663
+14% +$325K 0.28% 48
2017
Q2 		$2.27M Sell
46,869
-51,036
-52% -$2.48M 0.25% 50
2017
Q1 		$4.74M Sell
97,905
-17,532
-15% -$846K 0.53% 35
2016
Q4 		$5.53M Sell
115,437
-22,796
-16% -$1.1M 0.63% 34
2016
Q3 		$6.75M Buy
138,233
+27,637
+25% +$1.36M 0.82% 31
2016
Q2 		$5.43M Buy
110,596
+23,279
+27% +$1.14M 0.78% 25
2016
Q1 		$4.26M Sell
87,317
-21,289
-20% -$1.04M 0.67% 32
2015
Q4 		$5.29M Sell
108,606
-18,111
-14% -$882K 0.89% 23
2015
Q3 		$6.17M Sell
126,717
-9,836
-7% -$478K 1.16% 18
2015
Q2 		$6.63M Sell
136,553
-48,140
-26% -$2.33M 1.32% 16
2015
Q1 		$8.98M Buy
184,693
+925
+0.5% +$45.1K 2% 9
2014
Q4 		$8.93M Buy
183,768
+4,315
+2% +$210K 1.93% 10
2014
Q3 		$8.76M Sell
179,453
-41,213
-19% -$2.01M 1.87% 11
2014
Q2 		$10.7M Buy
220,666
+67,601
+44% +$3.29M 2.11% 13
2014
Q1 		$7.43M Buy
153,065
+21,023
+16% +$1.02M 1.64% 15
2013
Q4 		$6.42M Sell
132,042
-44,473
-25% -$2.16M 1.61% 16
2013
Q3 		$8.55M Buy
176,515
+163,637
+1,271% +$7.88M 2.32% 10
2013
Q2 		$616K Buy
+12,878
New +$625K 1.69% 17

Other funds holding SHM

CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's SHM Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.66% in Q2 2026, buying an estimated $234K and bringing the position to 749,168 shares worth $35.9M. The position accounts for 0.47% of the portfolio, ranked #34.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in SHM in Q2 2013 and has held it in 49 quarters since. The position peaked at $82.4M in Q4 2025. 166 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 749,168 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $35.9M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors bought 4,896 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $234K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.47% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #34 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2013 and has held it in 49 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $82.4M in Q4 2025.
  • 166 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.