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

PFW 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	$579K	Hold	12,063	–	–	0.17%	78
2026 Q1	$577K	Buy	12,063 +1,136	+10%	+$54.7K	0.18%	79
2025 Q4	$524K	Sell	10,927 -3,651	-25%	-$175K	0.16%	84
2025 Q3	$703K	Sell	14,578 -179	-1%	-$8.61K	0.21%	79
2025 Q2	$706K	Sell	14,757 -6,539	-31%	-$310K	0.22%	76
2025 Q1	$1.01M	Hold	21,296	–	–	0.32%	64
2024 Q4	$1.01M	Buy	+21,296	New	+$1.02M	0.31%	64
2024 Q2	$896K	Buy	18,981 +1,549	+9%	+$73K	0.28%	65
2024 Q1	$827K	Sell	17,432 -455	-3%	-$21.7K	0.25%	73
2023 Q4	$855K	Hold	17,887	–	–	0.27%	70
2023 Q3	$827K	Sell	17,887 -1,321	-7%	-$61.9K	0.29%	67
2023 Q2	$900K	Buy	+19,208	New	+$904K	0.3%	62
2019 Q3	$920K	Buy	+19,105	New	+$938K	0.28%	68

Other funds holding SHM

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 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

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

PFW Advisors's SHM Position: Q2 2026 in Review

PFW Advisors held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q2 2026 at 12,063 shares worth $579K. The position accounts for 0.17% of the portfolio, ranked #78.

PFW Advisors first reported a position in SHM in Q3 2019 and has held it in 13 quarters since. The position peaked at $1.01M in Q1 2025. 89 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

PFW Advisors held 12,063 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $579K as of Q2 2026.
PFW Advisors left its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share count unchanged in Q2 2026.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.17% of PFW Advisors's portfolio in Q2 2026, its #78 holding.
PFW Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2019 and has held it in 13 quarters since.
PFW Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.01M in Q1 2025.
89 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on PFW Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.