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

Octavia Wealth Advisors’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	$214K	Hold	4,452	–	–	0.02%	214
2026 Q1	$213K	Sell	4,452 -2,642	-37%	-$127K	0.02%	222
2025 Q4	$340K	Buy	7,094 +2,642	+59%	+$127K	0.03%	172
2025 Q3	$215K	Hold	4,452	–	–	0.02%	236
2025 Q2	$213K	Hold	4,452	–	–	0.02%	211
2025 Q1	$212K	Hold	4,452	–	–	0.03%	214
2024 Q4	$211K	Hold	4,452	–	–	0.03%	210
2024 Q3	$214K	Hold	4,452	–	–	0.03%	208
2024 Q2	$210K	Hold	4,452	–	–	0.03%	205
2024 Q1	$211K	Hold	4,452	–	–	0.03%	204
2023 Q4	$213K	Hold	4,452	–	–	0.04%	209
2023 Q3	$206K	Hold	4,452	–	–	0.04%	187
2023 Q2	$209K	Hold	4,452	–	–	0.04%	175
2023 Q1	$212K	Hold	4,452	–	–	0.05%	172
2022 Q4	$209K	Hold	4,452	–	–	0.05%	174
2022 Q3	$205K	Hold	4,452	–	–	0.06%	163
2022 Q2	$211K	Sell	4,452 -3,833	-46%	-$180K	0.06%	161
2022 Q1	$392K	Hold	8,285	–	–	0.09%	118
2021 Q4	$407K	Buy	8,285 +1,366	+20%	+$67.3K	0.09%	121
2021 Q3	$342K	Buy	6,919 +867	+14%	+$43K	0.09%	122
2021 Q2	$300K	Buy	6,052 +800	+15%	+$39.7K	0.08%	133
2021 Q1	$260K	Buy	5,252 +800	+18%	+$39.7K	0.08%	143
2020 Q4	$222K	Buy	+4,452	New	+$222K	0.07%	145

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Octavia Wealth Advisors's SHM Position: Q2 2026 in Review

Octavia Wealth Advisors held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q2 2026 at 4,452 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #214.

Octavia Wealth Advisors first reported a position in SHM in Q4 2020 and has held it in 23 quarters since. The position peaked at $407K in Q4 2021. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Octavia Wealth Advisors held 4,452 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $214K as of Q2 2026.
Octavia Wealth Advisors left its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share count unchanged in Q2 2026.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.02% of Octavia Wealth Advisors's portfolio in Q2 2026, its #214 holding.
Octavia Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2020 and has held it in 23 quarters since.
Octavia Wealth Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $407K in Q4 2021.
396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.