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

SigFig 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 		$352K Buy
7,552
+2,183
+41% +$104K 0.01% 130
2026
Q2 		$258K Buy
5,369
+758
+16% +$36.3K 0.01% 134
2026
Q1 		$221K Buy
+4,611
New +$222K 0.01% 136

Other funds holding SHM

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
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
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 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
TCM
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

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

SigFig Wealth Management increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 41% in Q3 2026, buying an estimated $104K and bringing the position to 7,552 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #130.

SigFig Wealth Management first reported a position in SHM in Q1 2026 and has held it in 3 quarters since. 46 funds tracked by Wall St. Rank hold SHM as of Q3 2026.

  • SigFig Wealth Management held 7,552 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $352K as of Q3 2026.
  • SigFig Wealth Management bought 2,183 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2026, an estimated $104K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of SigFig Wealth Management's portfolio in Q3 2026, its #130 holding.
  • SigFig Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • 46 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2026.

Based on SigFig Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.