Royal Harbor Partners
SHM icon

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

Royal Harbor 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
Q3 		$3.29M Buy
70,632
+1,988
+3% +$94.5K 1.01% 28
2026
Q2 		$3.29M Buy
+68,644
New +$3.29M 1.02% 29

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Gerber Kawasaki Wealth & Investment Management
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Truist Financial
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Wealth Enhancement Advisory Services
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Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Royal Harbor Partners's SHM Position: Q3 2026 in Review

Royal Harbor Partners increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 2.9% in Q3 2026, buying an estimated $94.5K and bringing the position to 70,632 shares worth $3.29M. The position accounts for 1.01% of the portfolio, ranked #28.

Royal Harbor Partners first reported a position in SHM in Q2 2026 and has held it in 2 quarters since. 234 funds tracked by Wall St. Rank hold SHM as of Q3 2026.

  • Royal Harbor Partners held 70,632 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $3.29M as of Q3 2026.
  • Royal Harbor Partners bought 1,988 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2026, an estimated $94.5K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 1.01% of Royal Harbor Partners's portfolio in Q3 2026, its #28 holding.
  • Royal Harbor Partners first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 234 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2026.

Based on Royal Harbor Partners's 13F filing for Q3 2026, filed 29 Oct 2026.