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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Prosperity Planning's SHM Position: Q2 2026 in Review

Prosperity Planning held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q2 2026 at 0 shares worth $933K. The position accounts for 0.21% of the portfolio, ranked #62.

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. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Prosperity Planning held 0 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $933K as of Q2 2026.
Prosperity Planning 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 0.21% of Prosperity Planning's portfolio in Q2 2026, its #62 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.
396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.