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

Traveka Wealth’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	$1.51M	Sell	31,473 -5,502	-15%	-$263K	0.5%	46
2026 Q1	$1.77M	Sell	36,975 -1,381	-4%	-$66.5K	0.68%	35
2025 Q4	$1.84M	Buy	38,356 +5	+0%	+$240	0.75%	32
2025 Q3	$1.85M	Sell	38,351 -191	-0.5%	-$9.19K	0.83%	31
2025 Q2	$1.84M	Buy	38,542 +1,379	+4%	+$65.4K	0.98%	29
2025 Q1	$1.77M	Sell	37,163 -2,234	-6%	-$106K	0.99%	27
2024 Q4	$1.85M	Sell	39,397 -2,555	-6%	-$122K	1.02%	26
2024 Q3	$2.01M	Sell	41,952 -3,586	-8%	-$171K	1.02%	27
2024 Q2	$2.15M	Sell	45,538 -1,056	-2%	-$49.8K	1.05%	28
2024 Q1	$2.21M	Buy	46,594 +1,355	+3%	+$64.5K	1.02%	28
2023 Q4	$2.16M	Buy	+45,239	New	+$2.12M	1.09%	26

Other funds holding SHM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Traveka Wealth's SHM Position: Q2 2026 in Review

Traveka Wealth reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 15% in Q2 2026, selling an estimated $263K and leaving 31,473 shares worth $1.51M. The position accounts for 0.5% of the portfolio, ranked #46.

Traveka Wealth first reported a position in SHM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.21M in Q1 2024. 194 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Traveka Wealth held 31,473 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.51M as of Q2 2026.
Traveka Wealth sold 5,502 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $263K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.5% of Traveka Wealth's portfolio in Q2 2026, its #46 holding.
Traveka Wealth first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
Traveka Wealth's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.21M in Q1 2024.
194 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.