Keebeck Wealth Management
SHM icon

Keebeck Wealth Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Keebeck Wealth Management’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 		– Sell
-4,823
Closed -$231K – 500
2026
Q2 		$231K Hold
4,823
– – 0.02% 436
2026
Q1 		$231K Hold
4,823
– – 0.03% 382
2025
Q4 		$231K Sell
4,823
-99
-2% -$4.75K 0.03% 339
2025
Q3 		$237K Hold
4,922
– – 0.03% 329
2025
Q2 		$235K Buy
+4,922
New +$233K 0.03% 313
2024
Q3 		– Sell
-5,664
Closed -$267K – 275
2024
Q2 		$267K Sell
5,664
-2,796
-33% -$132K 0.04% 230
2024
Q1 		$401K Sell
8,460
-982
-10% -$46.8K 0.06% 203
2023
Q4 		$451K Sell
9,442
-17,869
-65% -$838K 0.07% 188
2023
Q3 		$1.26M Buy
27,311
+2,779
+11% +$130K 0.22% 105
2023
Q2 		$1.15M Buy
24,532
+5,777
+31% +$272K 0.16% 117
2023
Q1 		$892K Buy
18,755
+1,913
+11% +$90.3K 0.14% 119
2022
Q4 		$791K Sell
16,842
-21,462
-56% -$999K 0.14% 121
2022
Q3 		$1.76M Buy
38,304
+9,823
+34% +$463K 0.34% 67
2022
Q2 		$1.35M Buy
28,481
+20,063
+238% +$942K 0.26% 88
2022
Q1 		$398K Buy
+8,418
New +$406K 0.07% 179

Other funds holding SHM

Quent Capital
Quent Capital New York $1.67B AUM 19.79% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Alaska Wealth Advisors
Alaska Wealth Advisors Anchorage, Alaska $895M AUM 12.18% 1-Year Est. Return

Keebeck Wealth Management's SHM Position: Q3 2026 in Review

Keebeck Wealth Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2026, closing a stake of 4,823 shares — an estimated $231K sold.

Keebeck Wealth Management first reported a position in SHM in Q1 2022 and held it in 15 quarters. The position peaked at $1.76M in Q3 2022. 305 funds tracked by Wall St. Rank hold SHM as of Q3 2026.

  • Keebeck Wealth Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Keebeck Wealth Management sold 4,823 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2026, an estimated $231K.
  • Keebeck Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2022 and held it in 15 quarters.
  • Keebeck Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.76M in Q3 2022.
  • 305 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2026.

Based on Keebeck Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.