FC Advisory’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

FC Advisory’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	$1.52M	Buy	32,645 +179	+0.6%	+$8.51K	0.4%	40
2026 Q2	$1.56M	Buy	32,466 +71	+0.2%	+$3.4K	0.41%	39
2026 Q1	$1.55M	Buy	32,395 +118	+0.4%	+$5.69K	0.45%	39
2025 Q4	$1.55M	Sell	32,277 -1,651	-5%	-$79.2K	0.45%	38
2025 Q3	$1.64M	Sell	33,928 -50	-0.1%	-$2.41K	0.48%	37
2025 Q2	$1.63M	Buy	33,978 +180	+0.5%	+$8.54K	0.5%	35
2025 Q1	$1.61M	Buy	33,798 +126	+0.4%	+$6K	0.54%	34
2024 Q4	$1.6M	Buy	33,672 +233	+0.7%	+$11.1K	0.53%	34
2024 Q3	$1.61M	Buy	33,439 +156	+0.5%	+$7.45K	0.54%	34
2024 Q2	$1.57M	Sell	33,283 -2	-0%	-$94	0.58%	32
2024 Q1	$1.58M	Sell	33,285 -562	-2%	-$26.8K	0.58%	32
2023 Q4	$1.62M	Buy	33,847 +131	+0.4%	+$6.15K	0.63%	31
2023 Q3	$1.56M	Buy	33,716 +77	+0.2%	+$3.61K	0.66%	31
2023 Q2	$1.58M	Buy	33,639 +67	+0.2%	+$3.15K	0.65%	30
2023 Q1	$1.6M	Buy	33,572 +45	+0.1%	+$2.13K	0.71%	29
2022 Q4	$1.58M	Buy	33,527 +14,834	+79%	+$691K	0.74%	26
2022 Q3	$862K	Buy	+18,693	New	+$882K	0.44%	40

Other funds holding SHM

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

MWM

McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

FC Advisory's SHM Position: Q3 2026 in Review

FC Advisory increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.55% in Q3 2026, buying an estimated $8.51K and bringing the position to 32,645 shares worth $1.52M. The position accounts for 0.4% of the portfolio, ranked #40.

FC Advisory first reported a position in SHM in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.64M in Q3 2025. 26 funds tracked by Wall St. Rank hold SHM as of Q3 2026.

FC Advisory held 32,645 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.52M as of Q3 2026.
FC Advisory bought 179 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2026, an estimated $8.51K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.4% of FC Advisory's portfolio in Q3 2026, its #40 holding.
FC Advisory first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2022 and has held it in 17 quarters since.
FC Advisory's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.64M in Q3 2025.
26 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2026.

Based on FC Advisory's 13F filing for Q3 2026, filed 5 Oct 2026.