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BFC Planning, Inc.’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

BFC Planning, Inc.’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 		$82.4K Sell
1,766
-487
-22% -$23.2K ﹤0.01% 1324
2026
Q2 		$108K Buy
2,253
+487
+28% +$23.3K ﹤0.01% 1203
2026
Q1 		$84.5K Hold
1,766
– – ﹤0.01% 1165
2025
Q4 		$84.8K Sell
1,766
-51
-3% -$2.45K ﹤0.01% 1166
2025
Q3 		$87.6K Sell
1,817
-132
-7% -$6.35K 0.01% 977
2025
Q2 		$93.2K Sell
1,949
-271
-12% -$12.9K 0.01% 912
2025
Q1 		$106K Sell
2,220
-108
-5% -$5.14K 0.01% 844
2024
Q4 		$110K Hold
2,328
– – 0.01% 818
2024
Q3 		$112K Buy
+2,328
New +$111K 0.01% 830

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UBS Group
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Commonwealth Equity Services
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Wealthcare Advisory Partners
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BFC Planning, Inc.'s SHM Position: Q3 2026 in Review

BFC Planning, Inc. reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 22% in Q3 2026, selling an estimated $23.2K and leaving 1,766 shares worth $82.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1324.

BFC Planning, Inc. first reported a position in SHM in Q3 2024 and has held it in 9 quarters since. The position peaked at $112K in Q3 2024. 321 funds tracked by Wall St. Rank hold SHM as of Q3 2026.

  • BFC Planning, Inc. held 1,766 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $82.4K as of Q3 2026.
  • BFC Planning, Inc. sold 487 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2026, an estimated $23.2K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #1324 holding.
  • BFC Planning, Inc. first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2024 and has held it in 9 quarters since.
  • BFC Planning, Inc.'s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $112K in Q3 2024.
  • 321 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.