Cypress Financial Planning
SHM icon

Cypress Financial Planning’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Cypress Financial Planning’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
Q3 		$1.19M Buy
25,604
+2,620
+11% +$125K 0.32% 31
2026
Q2 		$1.1M Buy
22,984
+2,497
+12% +$120K 0.27% 36
2026
Q1 		$980K Buy
20,487
+892
+5% +$43K 0.27% 36
2025
Q4 		$940K Buy
19,595
+201
+1% +$9.6K 0.26% 37
2025
Q3 		$935K Buy
19,394
+2,401
+14% +$116K 0.29% 30
2025
Q2 		$813K Buy
16,993
+1,052
+7% +$49.9K 0.27% 33
2025
Q1 		$759K Buy
15,941
+707
+5% +$33.7K 0.27% 34
2024
Q4 		$722K Sell
15,234
-1,387
-8% -$66.2K 0.26% 33
2024
Q3 		$800K Sell
16,621
-169
-1% -$8.07K 0.3% 28
2024
Q2 		$792K Buy
16,790
+3,491
+26% +$165K 0.33% 28
2024
Q1 		$631K Buy
+13,299
New +$633K 0.29% 31
2023
Q4 		– Sell
-8,498
Closed -$393K – 58
2023
Q3 		$393K Buy
8,498
+1,743
+26% +$81.6K 0.22% 38
2023
Q2 		$317K Buy
6,755
+1,885
+39% +$88.8K 0.18% 46
2023
Q1 		$231K Buy
+4,870
New +$230K 0.14% 51

Other funds holding SHM

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Quent Capital
Quent Capital New York $1.68B AUM 19.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Cypress Financial Planning's SHM Position: Q3 2026 in Review

Cypress Financial Planning increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 11% in Q3 2026, buying an estimated $125K and bringing the position to 25,604 shares worth $1.19M. The position accounts for 0.32% of the portfolio, ranked #31.

Cypress Financial Planning first reported a position in SHM in Q1 2023 and has held it in 14 quarters since. 353 funds tracked by Wall St. Rank hold SHM as of Q3 2026.

  • Cypress Financial Planning held 25,604 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.19M as of Q3 2026.
  • Cypress Financial Planning bought 2,620 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2026, an estimated $125K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.32% of Cypress Financial Planning's portfolio in Q3 2026, its #31 holding.
  • Cypress Financial Planning first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • 353 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2026.

Based on Cypress Financial Planning's 13F filing for Q3 2026, filed 9 Oct 2026.