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

Wealthcare Capital 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 		$444K Sell
9,261
-37
-0.4% -$1.77K 0.18% 105
2026
Q1 		$445K Sell
9,298
-431
-4% -$20.8K 0.21% 95
2025
Q4 		$467K Sell
9,729
-324
-3% -$15.6K 0.22% 92
2025
Q3 		$485K Buy
10,053
+1,513
+18% +$72.8K 0.22% 82
2025
Q2 		$408K Buy
8,540
+1,769
+26% +$83.9K 0.21% 86
2025
Q1 		$322K Buy
6,771
+185
+3% +$8.81K 0.17% 93
2024
Q4 		$312K Buy
+6,586
New +$314K 0.16% 94

Other funds holding SHM

CI
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

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

Wealthcare Capital Partners reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.4% in Q2 2026, selling an estimated $1.77K and leaving 9,261 shares worth $444K. The position accounts for 0.18% of the portfolio, ranked #105.

Wealthcare Capital Partners first reported a position in SHM in Q4 2024 and has held it in 7 quarters since. The position peaked at $485K in Q3 2025. 184 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Wealthcare Capital Partners held 9,261 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $444K as of Q2 2026.
  • Wealthcare Capital Partners sold 37 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $1.77K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.18% of Wealthcare Capital Partners's portfolio in Q2 2026, its #105 holding.
  • Wealthcare Capital Partners first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Wealthcare Capital Partners's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $485K in Q3 2025.
  • 184 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

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