Burk Holdings’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Burk Holdings’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	$361K	Buy	7,743 +741	+11%	+$35.2K	0.13%	58
2026 Q2	$336K	Buy	7,002 +1,212	+21%	+$58K	0.12%	62
2026 Q1	$277K	Sell	5,790 -321	-5%	-$15.5K	0.12%	65
2025 Q4	$293K	Buy	+6,111	New	+$293K	0.14%	64

Other funds holding SHM

Quent Capital New York $1.67B AUM 19.79% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Alaska Wealth Advisors Anchorage, Alaska $895M AUM 12.18% 1-Year Est. Return

Burk Holdings's SHM Position: Q3 2026 in Review

Burk Holdings increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 11% in Q3 2026, buying an estimated $35.2K and bringing the position to 7,743 shares worth $361K. The position accounts for 0.13% of the portfolio, ranked #58.

Burk Holdings first reported a position in SHM in Q4 2025 and has held it in 4 quarters since. 323 funds tracked by Wall St. Rank hold SHM as of Q3 2026.

Burk Holdings held 7,743 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $361K as of Q3 2026.
Burk Holdings bought 741 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2026, an estimated $35.2K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.13% of Burk Holdings's portfolio in Q3 2026, its #58 holding.
Burk Holdings first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2025 and has held it in 4 quarters since.
323 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2026.

Based on Burk Holdings's 13F filing for Q3 2026, filed 5 Nov 2026.