Perigon Wealth Management
SHM icon

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

Perigon 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 		$3.99M Buy
85,592
+59,815
+232% +$2.84M 0.06% 257
2026
Q2 		$1.24M Sell
25,777
-2,456
-9% -$118K 0.02% 522
2026
Q1 		$1.35M Buy
28,233
+7,848
+38% +$378K 0.02% 453
2025
Q4 		$978K Buy
20,385
+85
+0.4% +$4.08K 0.02% 559
2025
Q3 		$979K Buy
20,300
+739
+4% +$35.6K 0.02% 516
2025
Q2 		$936K Buy
19,561
+252
+1% +$12K 0.02% 487
2025
Q1 		$919K Buy
19,309
+969
+5% +$46.2K 0.02% 469
2024
Q4 		$870K Sell
18,340
-589
-3% -$28.1K 0.02% 481
2024
Q3 		$911K Sell
18,929
-895
-5% -$42.7K 0.02% 461
2024
Q2 		$936K Sell
19,824
-3,563
-15% -$168K 0.03% 390
2024
Q1 		$1.11M Sell
23,387
-376
-2% -$17.9K 0.03% 350
2023
Q4 		$1.14M Sell
23,763
-3,274
-12% -$154K 0.04% 317
2023
Q3 		$1.25M Sell
27,037
-1,331
-5% -$62.3K 0.05% 272
2023
Q2 		$1.33M Buy
+28,368
New +$1.34M 0.05% 261
2018
Q2 		– Sell
-2,755
Closed -$132K – 532
2018
Q1 		$132K Hold
2,755
– – 0.05% 206
2017
Q4 		$132K Buy
2,755
+130
+5% +$6.28K 0.05% 181
2017
Q3 		$128K Sell
2,625
-625
-19% -$30.5K 0.04% 235
2017
Q2 		$158K Buy
3,250
+1,820
+127% +$88.5K 0.03% 260
2017
Q1 		$69K Hold
1,430
– – 0.01% 355
2016
Q4 		$69K Hold
1,430
– – 0.02% 325
2016
Q3 		$70K Sell
1,430
-2,027
-59% -$99.4K 0.02% 276
2016
Q2 		$170K Buy
+3,457
New +$169K 0.05% 208

Other funds holding SHM

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AUA Capital Management
AUA Capital Management Camp Hill, Pennsylvania $211M AUM 13.71% 1-Year Est. Return

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

Perigon Wealth Management increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 232% in Q3 2026, buying an estimated $2.84M and bringing the position to 85,592 shares worth $3.99M. The position accounts for 0.06% of the portfolio, ranked #257.

Perigon Wealth Management first reported a position in SHM in Q2 2016 and has held it in 22 quarters since. 99 funds tracked by Wall St. Rank hold SHM as of Q3 2026.

  • Perigon Wealth Management held 85,592 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $3.99M as of Q3 2026.
  • Perigon Wealth Management bought 59,815 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2026, an estimated $2.84M.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.06% of Perigon Wealth Management's portfolio in Q3 2026, its #257 holding.
  • Perigon Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2016 and has held it in 22 quarters since.
  • 99 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.