Dynamic Advisor Solutions
SHM icon

Dynamic Advisor Solutions’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Dynamic Advisor Solutions’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 		$2.24M Sell
47,951
-105
-0.2% -$4.99K 0.06% 295
2026
Q2 		$2.31M Buy
48,056
+850
+2% +$40.7K 0.07% 302
2026
Q1 		$2.26M Buy
47,206
+119
+0.3% +$5.74K 0.07% 284
2025
Q4 		$2.26M Sell
47,087
-709
-1% -$34K 0.07% 269
2025
Q3 		$2.3M Buy
47,796
+1,318
+3% +$63.4K 0.07% 293
2025
Q2 		$2.22M Buy
46,478
+2,636
+6% +$125K 0.07% 286
2025
Q1 		$2.09M Buy
+43,842
New +$2.09M 0.07% 277
2024
Q4 		– Sell
-43,746
Closed -$2.11M – 803
2024
Q3 		$2.11M Buy
43,746
+114
+0.3% +$5.44K 0.06% 285
2024
Q2 		$2.06M Buy
43,632
+2,661
+6% +$125K 0.06% 284
2024
Q1 		$1.94M Buy
40,971
+4,936
+14% +$235K 0.07% 299
2023
Q4 		$1.72M Buy
36,035
+978
+3% +$45.9K 0.06% 304
2023
Q3 		$1.62M Buy
35,057
+1,013
+3% +$47.4K 0.08% 271
2023
Q2 		$1.6M Sell
34,044
-4,260
-11% -$201K 0.08% 254
2023
Q1 		$1.82M Buy
38,304
+4,567
+14% +$216K 0.11% 227
2022
Q4 		$1.58M Buy
33,737
+117
+0.3% +$5.45K 0.11% 207
2022
Q3 		$1.55M Buy
33,620
+3,871
+13% +$183K 0.12% 185
2022
Q2 		$1.41M Sell
29,749
-5,635
-16% -$265K 0.11% 206
2022
Q1 		$1.68M Buy
35,384
+1,118
+3% +$53.9K 0.12% 186
2021
Q4 		$1.68M Sell
34,266
-3,233
-9% -$159K 0.12% 184
2021
Q3 		$1.85M Buy
37,499
+2,521
+7% +$125K 0.14% 181
2021
Q2 		$1.73M Sell
34,978
-1,360
-4% -$67.5K 0.14% 184
2021
Q1 		$1.8M Buy
36,338
+2,948
+9% +$146K 0.17% 153
2020
Q4 		$1.66M Buy
33,390
+4,213
+14% +$210K 0.16% 160
2020
Q3 		$1.46M Buy
29,177
+709
+2% +$35.4K 0.17% 153
2020
Q2 		$1.42M Buy
28,468
+6,361
+29% +$314K 0.19% 140
2020
Q1 		$1.08M Buy
22,107
+10,560
+91% +$516K 0.2% 143
2019
Q4 		$567K Buy
11,547
+71
+0.6% +$3.48K 0.08% 280
2019
Q3 		$562K Buy
11,476
+819
+8% +$40.2K 0.09% 252
2019
Q2 		$521K Buy
10,657
+4,420
+71% +$215K 0.08% 252
2019
Q1 		$302K Sell
6,237
-1,162
-16% -$56.1K 0.06% 298
2018
Q4 		$356K Buy
+7,399
New +$353K 0.08% 253

Other funds holding SHM

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
ACM
AUA Capital Management Camp Hill, Pennsylvania $211M AUM 13.71% 1-Year Est. Return
Chatham Capital Group
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

Dynamic Advisor Solutions's SHM Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.22% in Q3 2026, selling an estimated $4.99K and leaving 47,951 shares worth $2.24M. The position accounts for 0.06% of the portfolio, ranked #295.

Dynamic Advisor Solutions first reported a position in SHM in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.31M in Q2 2026. 71 funds tracked by Wall St. Rank hold SHM as of Q3 2026.

  • Dynamic Advisor Solutions held 47,951 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $2.24M as of Q3 2026.
  • Dynamic Advisor Solutions sold 105 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2026, an estimated $4.99K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.06% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #295 holding.
  • Dynamic Advisor Solutions first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • Dynamic Advisor Solutions's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.31M in Q2 2026.
  • 71 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.