Wealthcare Advisory Partners’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Wealthcare Advisory Partners’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	$28.5M	Sell	593,505 -7,106	-1%	-$340K	0.54%	34
2026 Q1	$28.7M	Sell	600,611 -16,870	-3%	-$813K	0.56%	33
2025 Q4	$29.6M	Sell	617,481 -37,150	-6%	-$1.78M	0.58%	31
2025 Q3	$31.6M	Sell	654,631 -3,265	-0.5%	-$157K	0.66%	29
2025 Q2	$31.5M	Buy	657,896 +68,293	+12%	+$3.24M	0.72%	26
2025 Q1	$28.1M	Buy	589,603 +27,391	+5%	+$1.3M	0.75%	27
2024 Q4	$26.6M	Buy	562,212 +65,244	+13%	+$3.11M	0.74%	27
2024 Q3	$23.9M	Buy	496,968 +22,886	+5%	+$1.09M	0.68%	30
2024 Q2	$22.4M	Buy	474,082 +21,519	+5%	+$1.01M	0.7%	31
2024 Q1	$21.5M	Buy	452,563 +53,380	+13%	+$2.54M	0.7%	31
2023 Q4	$19.1M	Buy	399,183 +23,323	+6%	+$1.09M	0.76%	34
2023 Q3	$17.4M	Sell	375,860 -9,603	-2%	-$450K	0.8%	29
2023 Q2	$18.1M	Buy	385,463 +114,283	+42%	+$5.38M	0.81%	28
2023 Q1	$12.9M	Buy	271,180 +49,111	+22%	+$2.32M	0.55%	41
2022 Q4	$10.4M	Buy	222,069 +12,231	+6%	+$569K	0.5%	45
2022 Q3	$9.67M	Sell	209,838 -91,253	-30%	-$4.31M	0.55%	40
2022 Q2	$14.2M	Sell	301,091 -16,007	-5%	-$752K	0.86%	29
2022 Q1	$15M	Buy	317,098 +66,919	+27%	+$3.23M	0.91%	28
2021 Q4	$12.3M	Sell	250,179 -141,326	-36%	-$6.96M	0.74%	32
2021 Q3	$19.3M	Buy	391,505 +20,898	+6%	+$1.04M	1.26%	18
2021 Q2	$18.4M	Buy	370,607 +351,434	+1,833%	+$17.4M	1.23%	19
2021 Q1	$950K	Sell	19,173 -2,991	-13%	-$149K	0.07%	190
2020 Q4	$1.1M	Sell	22,164 -2,117	-9%	-$105K	0.1%	133
2020 Q3	$1.21M	Sell	24,281 -2,476	-9%	-$124K	0.13%	96
2020 Q2	$1.33M	Sell	26,757 -2,969	-10%	-$147K	0.17%	80
2020 Q1	$1.45M	Buy	29,726 +10,032	+51%	+$491K	0.21%	62
2019 Q4	$967K	Sell	19,694 -772	-4%	-$37.9K	0.12%	109
2019 Q3	$1M	Buy	20,466 +1,858	+10%	+$91.2K	0.15%	83
2019 Q2	$910K	Sell	18,608 -320	-2%	-$15.6K	0.14%	90
2019 Q1	$918K	Sell	18,928 -208	-1%	-$10K	0.16%	79
2018 Q4	$920K	Sell	19,136 -4,074	-18%	-$194K	0.18%	75
2018 Q3	$1.11M	Sell	23,210 -106,612	-82%	-$5.11M	0.2%	69
2018 Q2	$6.23M	Buy	129,822 +16,292	+14%	+$778K	1.22%	16
2018 Q1	$5.43M	Buy	113,530 +2,108	+2%	+$101K	1.23%	16
2017 Q4	$5.34M	Sell	111,422 -10,600	-9%	-$512K	1.37%	13
2017 Q3	$5.93M	Buy	122,022 +14,991	+14%	+$731K	1.76%	11
2017 Q2	$5.19M	Buy	107,031 +4,723	+5%	+$230K	2.52%	11
2017 Q1	$4.96M	Sell	102,308 -19,063	-16%	-$920K	2.71%	11
2016 Q4	$5.82M	Sell	121,371 -1,368	-1%	-$66.1K	3.44%	10
2016 Q3	$6M	Buy	122,739 +7,636	+7%	+$375K	3.89%	9
2016 Q2	$5.65M	Buy	+115,103	New	+$5.63M	3.98%	9

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

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealthcare Advisory Partners's SHM Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 1.2% in Q2 2026, selling an estimated $340K and leaving 593,505 shares worth $28.5M. The position accounts for 0.54% of the portfolio, ranked #34.

Wealthcare Advisory Partners first reported a position in SHM in Q2 2016 and has held it in 41 quarters since. The position peaked at $31.6M in Q3 2025. 80 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Wealthcare Advisory Partners held 593,505 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $28.5M as of Q2 2026.
Wealthcare Advisory Partners sold 7,106 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $340K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.54% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #34 holding.
Wealthcare Advisory Partners first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2016 and has held it in 41 quarters since.
Wealthcare Advisory Partners's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $31.6M in Q3 2025.
80 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.