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

Valley Wealth Managers’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	$17.4K	Buy	+373	New	+$17.7K	﹤0.01%	270
2026 Q2	–	Sell	-1,491	Closed	-$71.3K	–	349
2026 Q1	$71.3K	Hold	1,491	–	–	﹤0.01%	204
2025 Q4	$71.6K	Hold	1,491	–	–	﹤0.01%	203
2025 Q3	$71.9K	Hold	1,491	–	–	﹤0.01%	192
2025 Q2	$71.3K	Sell	1,491 -36	-2%	-$1.71K	0.01%	186
2025 Q1	$72.7K	Sell	1,527 -56	-4%	-$2.67K	0.01%	191
2024 Q4	$75K	Hold	1,583	–	–	0.01%	196
2024 Q3	$76.2K	Hold	1,583	–	–	0.01%	198
2024 Q2	$74.7K	Sell	1,583 -475	-23%	-$22.4K	0.01%	204
2024 Q1	$97.6K	Hold	2,058	–	–	0.01%	198
2023 Q4	$98.4K	Hold	2,058	–	–	0.01%	196
2023 Q3	$95.1K	Hold	2,058	–	–	0.01%	201
2023 Q2	$96.8K	Hold	2,058	–	–	0.01%	180
2023 Q1	$97.9K	Hold	2,058	–	–	0.01%	189
2022 Q4	$96.7K	Sell	2,058 -208	-9%	-$9.7K	0.01%	195
2022 Q3	$104K	Sell	2,266 -2,000	-47%	-$94.4K	0.01%	204
2022 Q2	$202K	Buy	+4,266	New	+$200K	0.02%	178

Other funds holding SHM

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

AUA Capital Management Camp Hill, Pennsylvania $211M AUM 13.71% 1-Year Est. Return

Valley Wealth Managers's SHM Position: Q3 2026 in Review

Valley Wealth Managers opened a new position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2026: 373 shares worth $17.4K. The stake represents ﹤0.01% of the portfolio and ranks #270 among its holdings. This is a return to the name: Valley Wealth Managers previously reported a position in SHM as recently as Q1 2026.

Valley Wealth Managers first reported a position in SHM in Q2 2022 and has held it in 17 quarters since. The position peaked at $202K in Q2 2022. 109 funds tracked by Wall St. Rank hold SHM as of Q3 2026.

Valley Wealth Managers held 373 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $17.4K as of Q3 2026.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF was a new Valley Wealth Managers position in Q3 2026.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #270 holding.
Valley Wealth Managers first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2022 and has held it in 17 quarters since.
Valley Wealth Managers's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $202K in Q2 2022.
109 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.