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 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%	+$9.65K	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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Cypress Financial Planning's SHM Position: Q2 2026 in Review

Cypress Financial Planning increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 12% in Q2 2026, buying an estimated $120K and bringing the position to 22,984 shares worth $1.1M. The position accounts for 0.27% of the portfolio, ranked #36.

Cypress Financial Planning first reported a position in SHM in Q1 2023 and has held it in 13 quarters since. 68 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Cypress Financial Planning held 22,984 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.1M as of Q2 2026.
Cypress Financial Planning bought 2,497 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $120K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.27% of Cypress Financial Planning's portfolio in Q2 2026, its #36 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 13 quarters since.
68 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.