Premier Path Wealth Partners
SHM icon

Premier Path Wealth Partners’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Premier Path Wealth Partners’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 		$2.33M Buy
50,037
+21,424
+75% +$1.02M 0.27% 88
2026
Q2 		$1.37M Buy
28,613
+3,773
+15% +$181K 0.16% 137
2026
Q1 		$1.19M Buy
24,840
+1,170
+5% +$56.4K 0.15% 138
2025
Q4 		$1.14M Sell
23,670
-2,966
-11% -$142K 0.15% 133
2025
Q3 		$1.28M Sell
26,636
-13,444
-34% -$647K 0.17% 133
2025
Q2 		$1.92M Sell
40,080
-3,240
-7% -$154K 0.27% 87
2025
Q1 		$2.06M Sell
43,320
-1,649
-4% -$78.5K 0.32% 74
2024
Q4 		$2.13M Sell
44,969
-1,388
-3% -$66.3K 0.32% 70
2024
Q3 		$2.23M Sell
46,357
-588
-1% -$28.1K 0.35% 67
2024
Q2 		$2.22M Buy
46,945
+4,768
+11% +$225K 0.38% 62
2024
Q1 		$2.02M Buy
42,177
+7,388
+21% +$352K 0.38% 68
2023
Q4 		$1.64M Buy
+34,789
New +$1.63M 0.36% 61

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Wealth Enhancement Advisory Services
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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
ACM
AUA Capital Management Camp Hill, Pennsylvania $211M AUM 13.71% 1-Year Est. Return
Chatham Capital Group
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

Premier Path Wealth Partners's SHM Position: Q3 2026 in Review

Premier Path Wealth Partners increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 75% in Q3 2026, buying an estimated $1.02M and bringing the position to 50,037 shares worth $2.33M. The position accounts for 0.27% of the portfolio, ranked #88.

Premier Path Wealth Partners first reported a position in SHM in Q4 2023 and has held it in 12 quarters since. 77 funds tracked by Wall St. Rank hold SHM as of Q3 2026.

  • Premier Path Wealth Partners held 50,037 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $2.33M as of Q3 2026.
  • Premier Path Wealth Partners bought 21,424 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2026, an estimated $1.02M.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.27% of Premier Path Wealth Partners's portfolio in Q3 2026, its #88 holding.
  • Premier Path Wealth Partners first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • 77 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.