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

Opal 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 Q3	$1.35M	Sell	29,000 -63	-0.2%	-$3K	0.28%	41
2026 Q2	$1.39M	Sell	29,063 -70	-0.2%	-$3.35K	0.3%	38
2026 Q1	$1.39M	Sell	29,133 -72	-0.2%	-$3.47K	0.32%	30
2025 Q4	$1.4M	Hold	29,205	–	–	0.37%	33
2025 Q3	$1.41M	Buy	29,205 +252	+0.9%	+$12.1K	0.39%	30
2025 Q2	$1.38M	Hold	28,953	–	–	0.38%	31
2025 Q1	$1.38M	Hold	28,953	–	–	0.42%	28
2024 Q4	$1.37M	Hold	28,953	–	–	0.41%	35
2024 Q3	$1.39M	Hold	28,953	–	–	0.44%	33
2024 Q2	$1.37M	Sell	28,953 -2,210	-7%	-$104K	0.44%	32
2024 Q1	$1.48M	Sell	31,163 -1,115	-3%	-$53.1K	0.5%	33
2023 Q4	$1.54M	Sell	32,278 -22,762	-41%	-$1.07M	0.61%	30
2023 Q3	$2.54M	Sell	55,040 -989,146	-95%	-$46.3M	1.49%	9
2023 Q2	$49.1M	Buy	1,044,186 +39,383	+4%	+$1.85M	24.51%	1
2023 Q1	$47.8M	Sell	1,004,803 -30,521	-3%	-$1.44M	27.9%	1
2022 Q4	$48.6M	Buy	1,035,324 +456,303	+79%	+$21.2M	26.82%	1
2022 Q3	$26.7M	Buy	579,021 +74,081	+15%	+$3.49M	19.48%	1
2022 Q2	$23.9M	Buy	+504,940	New	+$23.7M	15.78%	1

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

Opal Wealth Advisors's SHM Position: Q3 2026 in Review

Opal Wealth Advisors reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.22% in Q3 2026, selling an estimated $3K and leaving 29,000 shares worth $1.35M. The position accounts for 0.28% of the portfolio, ranked #41.

Opal Wealth Advisors first reported a position in SHM in Q2 2022 and has held it in 18 quarters since. The position peaked at $49.1M in Q2 2023. 98 funds tracked by Wall St. Rank hold SHM as of Q3 2026.

Opal Wealth Advisors held 29,000 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.35M as of Q3 2026.
Opal Wealth Advisors sold 63 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2026, an estimated $3K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.28% of Opal Wealth Advisors's portfolio in Q3 2026, its #41 holding.
Opal Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2022 and has held it in 18 quarters since.
Opal Wealth Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $49.1M in Q2 2023.
98 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.