QP Wealth Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

QP Wealth Management’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	$773K	Buy	16,117 +990	+7%	+$47.4K	1.1%	30
2026 Q1	$724K	Sell	15,127 -2,179	-13%	-$105K	1.24%	27
2025 Q4	$831K	Buy	+17,306	New	+$831K	0.73%	32
2023 Q3	$838K	Sell	18,123 -6,517	-26%	-$305K	1.46%	25
2023 Q2	$1.16M	Buy	24,640 +1,445	+6%	+$68K	1.84%	19
2023 Q1	$1.1M	Buy	23,195 +715	+3%	+$33.8K	1.81%	21
2022 Q4	$1.06M	Sell	22,480 -885	-4%	-$41.2K	1.65%	23
2022 Q3	$1.08M	Buy	23,365 +5,278	+29%	+$249K	1.55%	22
2022 Q2	$855K	Sell	18,087 -97	-0.5%	-$4.55K	1.17%	32
2022 Q1	$861K	Buy	18,184 +202	+1%	+$9.74K	0.96%	34
2021 Q4	$884K	Buy	17,982 +75	+0.4%	+$3.69K	0.94%	36
2021 Q3	$885K	Buy	17,907 +450	+3%	+$22.3K	0.95%	35
2021 Q2	$865K	Buy	17,457 +3,700	+27%	+$184K	0.89%	37
2021 Q1	$682K	Buy	13,757 +5,730	+71%	+$285K	0.74%	41
2020 Q4	$400K	Buy	8,027 +185	+2%	+$9.21K	0.44%	41
2020 Q3	$391K	Buy	7,842 +2,503	+47%	+$125K	0.5%	37
2020 Q2	$266K	Buy	5,339 +1,107	+26%	+$54.7K	0.37%	46
2020 Q1	$207K	Buy	+4,232	New	+$207K	0.3%	57

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

QP Wealth Management's SHM Position: Q2 2026 in Review

QP Wealth Management increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 6.5% in Q2 2026, buying an estimated $47.4K and bringing the position to 16,117 shares worth $773K. The position accounts for 1.1% of the portfolio, ranked #30.

QP Wealth Management first reported a position in SHM in Q1 2020 and has held it in 18 quarters since. The position peaked at $1.16M in Q2 2023. 75 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

QP Wealth Management held 16,117 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $773K as of Q2 2026.
QP Wealth Management bought 990 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $47.4K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 1.1% of QP Wealth Management's portfolio in Q2 2026, its #30 holding.
QP Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2020 and has held it in 18 quarters since.
QP Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.16M in Q2 2023.
75 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on QP Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.