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 Q3	$1.47M	Buy	31,477 +4	+0%	+$190	0.45%	53
2026 Q2	$1.51M	Sell	31,473 -5,502	-15%	-$263K	0.5%	46
2026 Q1	$1.77M	Sell	36,975 -1,381	-4%	-$66.6K	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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Quent Capital New York $1.68B AUM 19.73% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Traveka Wealth's SHM Position: Q3 2026 in Review

Traveka Wealth increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.01% in Q3 2026, buying an estimated $190 and bringing the position to 31,477 shares worth $1.47M. The position accounts for 0.45% of the portfolio, ranked #53.

Traveka Wealth first reported a position in SHM in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.21M in Q1 2024. 353 funds tracked by Wall St. Rank hold SHM as of Q3 2026.

Traveka Wealth held 31,477 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.47M as of Q3 2026.
Traveka Wealth bought 4 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2026, an estimated $190.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.45% of Traveka Wealth's portfolio in Q3 2026, its #53 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 12 quarters since.
Traveka Wealth's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.21M in Q1 2024.
353 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2026.

Based on Traveka Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.