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

Net Worth Advisory Group’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	$230K	Buy	4,930 +116	+2%	+$5.51K	0.06%	367
2026 Q2	$231K	Buy	4,814 +15	+0.3%	+$718	0.06%	359
2026 Q1	$230K	Buy	4,799 +334	+7%	+$16.1K	0.05%	381
2025 Q4	$214K	Sell	4,465 -2,317	-34%	-$111K	0.04%	415
2025 Q3	$327K	Sell	6,782 -41	-0.6%	-$1.97K	0.09%	251
2025 Q2	$326K	Buy	6,823 +167	+3%	+$7.92K	0.07%	275
2025 Q1	$317K	Buy	6,656 +47	+0.7%	+$2.24K	0.1%	233
2024 Q4	$313K	Buy	6,609 +40	+0.6%	+$1.91K	0.1%	244
2024 Q3	$316K	Buy	+6,569	New	+$314K	0.09%	257

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

Net Worth Advisory Group's SHM Position: Q3 2026 in Review

Net Worth Advisory Group increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 2.4% in Q3 2026, buying an estimated $5.51K and bringing the position to 4,930 shares worth $230K. The position accounts for 0.06% of the portfolio, ranked #367.

Net Worth Advisory Group first reported a position in SHM in Q3 2024 and has held it in 9 quarters since. The position peaked at $327K in Q3 2025. 99 funds tracked by Wall St. Rank hold SHM as of Q3 2026.

Net Worth Advisory Group held 4,930 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $230K as of Q3 2026.
Net Worth Advisory Group bought 116 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2026, an estimated $5.51K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.06% of Net Worth Advisory Group's portfolio in Q3 2026, its #367 holding.
Net Worth Advisory Group 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.
Net Worth Advisory Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $327K in Q3 2025.
99 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.