First Affirmative Financial Network’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

First Affirmative Financial Network’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	$604K	Buy	+12,942	New	+$615K	0.13%	153
2026 Q1	$725K	Buy	+15,156	New	+$730K	0.28%	77
2025 Q3	$671K	Buy	13,917 +5	+0%	+$241	0.32%	68
2025 Q2	$665K	Sell	13,912 -592	-4%	-$28.1K	0.34%	67
2025 Q1	$690K	Buy	14,504 +559	+4%	+$26.6K	0.42%	56
2024 Q4	$661K	Sell	13,945 -534	-4%	-$25.5K	0.38%	63
2024 Q3	$697K	Buy	14,479 +493	+4%	+$23.5K	0.38%	65
2024 Q2	$660K	Buy	13,986 +341	+2%	+$16.1K	0.46%	45
2024 Q1	$647K	Buy	13,645 +161	+1%	+$7.67K	0.48%	46
2023 Q4	$644K	Buy	13,484 +103	+0.8%	+$4.83K	0.51%	37
2023 Q3	$619K	Sell	13,381 -488	-4%	-$22.9K	0.61%	33
2023 Q2	$653K	Sell	13,869 -362	-3%	-$17K	0.65%	32
2023 Q1	$677K	Sell	14,231 -794	-5%	-$37.5K	0.78%	18
2022 Q4	$706K	Sell	15,025 -1,928	-11%	-$89.8K	0.85%	12
2022 Q3	$781K	Sell	16,953 -4,364	-20%	-$206K	0.99%	14
2022 Q2	$1.01M	Sell	21,317 -652	-3%	-$30.6K	1.14%	12
2022 Q1	$1.04M	Buy	21,969 +568	+3%	+$27.4K	1%	15
2021 Q4	$1.05M	Sell	21,401 -323	-1%	-$15.9K	0.96%	15
2021 Q3	$1.07M	Buy	+21,724	New	+$1.08M	1.1%	12

Other funds holding SHM

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

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

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

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

AUA Capital Management Camp Hill, Pennsylvania $211M AUM 13.71% 1-Year Est. Return

First Affirmative Financial Network's SHM Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2026: 12,942 shares worth $604K. The stake represents 0.13% of the portfolio and ranks #153 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in SHM as recently as Q1 2026.

First Affirmative Financial Network first reported a position in SHM in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.07M in Q3 2021. 109 funds tracked by Wall St. Rank hold SHM as of Q3 2026.

First Affirmative Financial Network held 12,942 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $604K as of Q3 2026.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF was a new First Affirmative Financial Network position in Q3 2026.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.13% of First Affirmative Financial Network's portfolio in Q3 2026, its #153 holding.
First Affirmative Financial Network first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2021 and has held it in 19 quarters since.
First Affirmative Financial Network's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.07M in Q3 2021.
109 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.