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Grey Fox Wealth Advisors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Grey Fox Wealth Advisors’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 		$1.49M Sell
30,980
-562
-2% -$26.9K 0.23% 58
2026
Q1 		$1.51M Sell
31,542
-75
-0.2% -$3.61K 0.29% 50
2025
Q4 		$1.52M Sell
31,617
-1,064
-3% -$51.1K 0.31% 48
2025
Q3 		$1.58M Sell
32,681
-116
-0.4% -$5.58K 0.32% 50
2025
Q2 		$1.57M Sell
32,797
-6,761
-17% -$321K 0.37% 44
2025
Q1 		$1.88M Buy
39,558
+3,570
+10% +$170K 0.5% 34
2024
Q4 		$1.71M Sell
35,988
-603
-2% -$28.8K 0.47% 35
2024
Q3 		$1.76M Sell
36,591
-1,705
-4% -$81.4K 0.49% 34
2024
Q2 		$1.81M Buy
38,296
+5,106
+15% +$241K 0.64% 29
2024
Q1 		$1.57M Sell
33,190
-13
-0% -$619 0.59% 31
2023
Q4 		$1.59M Sell
33,203
-7,451
-18% -$350K 0.69% 29
2023
Q3 		$1.88M Buy
+40,654
New +$1.9M 0.94% 24
2023
Q2 		– Sell
-1,496
Closed -$71.1K – 436
2023
Q1 		$71.1K Sell
1,496
-646
-30% -$30.5K 0.04% 161
2022
Q4 		$101K Buy
+2,142
New +$99.7K 0.07% 132

Other funds holding SHM

CI
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
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
FG
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Grey Fox Wealth Advisors's SHM Position: Q2 2026 in Review

Grey Fox Wealth Advisors reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 1.8% in Q2 2026, selling an estimated $26.9K and leaving 30,980 shares worth $1.49M. The position accounts for 0.23% of the portfolio, ranked #58.

Grey Fox Wealth Advisors first reported a position in SHM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.88M in Q1 2025. 98 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Grey Fox Wealth Advisors held 30,980 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.49M as of Q2 2026.
  • Grey Fox Wealth Advisors sold 562 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $26.9K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.23% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #58 holding.
  • Grey Fox Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Grey Fox Wealth Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.88M in Q1 2025.
  • 98 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.