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

Prosperity Planning’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 		– Hold
0
– – – 65
2026
Q2 		– Hold
0
– – – 62
2026
Q1 		– Hold
0
– – – 58
2025
Q4 		– Hold
0
– – – 53
2025
Q3 		– Hold
0
– – – 52
2025
Q2 		– Hold
0
– – – 52
2025
Q1 		– Hold
0
– – – 51
2024
Q4 		– Hold
0
– – – 52
2024
Q3 		– Sell
-22,232
Closed -$1.06M – 52
2024
Q2 		$1.05M Buy
+22,232
New +$1.05M 0.36% 49
2024
Q1 		– Hold
0
– – – 47
2023
Q4 		– Hold
0
– – – 47
2023
Q3 		– Hold
0
– – – 46
2023
Q2 		– Hold
0
– – – 47
2023
Q1 		– Hold
0
– – – 47
2022
Q4 		– Hold
0
– – – 43
2022
Q3 		– Hold
0
– – – 29
2022
Q2 		– Hold
0
– – – 30

Other funds holding SHM

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Prosperity Planning's SHM Position: Q3 2026 in Review

Prosperity Planning held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q3 2026 at 0 shares worth $915K. The position accounts for 0.2% of the portfolio, ranked #65.

Prosperity Planning first reported a position in SHM in Q2 2024 and has held it in 1 quarter since. The position peaked at $1.05M in Q2 2024. 26 funds tracked by Wall St. Rank hold SHM as of Q3 2026.

  • Prosperity Planning held 0 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $915K as of Q3 2026.
  • Prosperity Planning left its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share count unchanged in Q3 2026.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.2% of Prosperity Planning's portfolio in Q3 2026, its #65 holding.
  • Prosperity Planning first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2024 and has held it in 1 quarter since.
  • Prosperity Planning's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.05M in Q2 2024.
  • 26 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2026.

Based on Prosperity Planning's 13F filing for Q3 2026, filed 9 Oct 2026.