QP Wealth Management
SHM icon

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
Q3 		$722K Sell
15,484
-633
-4% -$30.1K 1.09% 31
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% -$4.56K 1.17% 32
2022
Q1 		$861K Buy
18,184
+202
+1% +$9.7K 0.96% 34
2021
Q4 		$884K Buy
17,982
+75
+0.4% +$3.7K 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

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return
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

QP Wealth Management's SHM Position: Q3 2026 in Review

QP Wealth Management reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 3.9% in Q3 2026, selling an estimated $30.1K and leaving 15,484 shares worth $722K. The position accounts for 1.09% of the portfolio, ranked #31.

QP Wealth Management first reported a position in SHM in Q1 2020 and has held it in 19 quarters since. The position peaked at $1.16M in Q2 2023. 126 funds tracked by Wall St. Rank hold SHM as of Q3 2026.

  • QP Wealth Management held 15,484 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $722K as of Q3 2026.
  • QP Wealth Management sold 633 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2026, an estimated $30.1K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 1.09% of QP Wealth Management's portfolio in Q3 2026, its #31 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 19 quarters since.
  • QP Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.16M in Q2 2023.
  • 126 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2026.

Based on QP Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.