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 Q3	–	Sell	-12,063	Closed	-$579K	–	131
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

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

PFW Advisors's SHM Position: Q3 2026 in Review

PFW Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2026, closing a stake of 12,063 shares — an estimated $579K sold.

PFW Advisors first reported a position in SHM in Q3 2019 and held it in 13 quarters. The position peaked at $1.01M in Q1 2025. 109 funds tracked by Wall St. Rank hold SHM as of Q3 2026.

PFW Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2026 after selling out during the quarter.
PFW Advisors sold 12,063 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2026, an estimated $579K.
PFW Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2019 and held it in 13 quarters.
PFW Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.01M in Q1 2025.
109 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2026.

Based on PFW Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.