ORBA Wealth Advisors
SHM icon

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

ORBA 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 		$489K Buy
10,477
+85
+0.8% +$4.04K 0.42% 56
2026
Q2 		$498K Hold
10,392
– – 0.43% 50
2026
Q1 		$497K Buy
10,392
+5,192
+100% +$250K 0.59% 48
2025
Q4 		$250K Buy
+5,200
New +$250K 0.22% 69

Other funds holding SHM

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

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

ORBA Wealth Advisors increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.82% in Q3 2026, buying an estimated $4.04K and bringing the position to 10,477 shares worth $489K. The position accounts for 0.42% of the portfolio, ranked #56.

ORBA Wealth Advisors first reported a position in SHM in Q4 2025 and has held it in 4 quarters since. The position peaked at $498K in Q2 2026. 234 funds tracked by Wall St. Rank hold SHM as of Q3 2026.

  • ORBA Wealth Advisors held 10,477 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $489K as of Q3 2026.
  • ORBA Wealth Advisors bought 85 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2026, an estimated $4.04K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.42% of ORBA Wealth Advisors's portfolio in Q3 2026, its #56 holding.
  • ORBA Wealth Advisors 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.
  • ORBA Wealth Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $498K in Q2 2026.
  • 234 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2026.

Based on ORBA Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.