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

TritonPoint 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 Q1	$432K	Buy	+9,037	New	+$435K	0.05%	190
2025 Q4	–	Sell	-10,179	Closed	-$491K	–	339
2025 Q3	$491K	Sell	10,179 -205	-2%	-$9.87K	0.04%	225
2025 Q2	$497K	Sell	10,384 -3,690	-26%	-$175K	0.05%	213
2025 Q1	$670K	Sell	14,074 -9,129	-39%	-$435K	0.06%	183
2024 Q4	$1.1M	Sell	23,203 -2,430	-9%	-$116K	0.1%	144
2024 Q3	$1.24M	Sell	25,633 -6,747	-21%	-$322K	0.11%	138
2024 Q2	$1.53M	Sell	32,380 -1,141	-3%	-$53.8K	0.15%	125
2024 Q1	$1.97M	Sell	33,521 -8,889	-21%	-$423K	0.21%	107
2023 Q4	$2.03M	Buy	+42,410	New	+$1.99M	0.2%	108

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

TritonPoint Wealth's SHM Position: Q1 2026 in Review

TritonPoint Wealth opened a new position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2026: 9,037 shares worth $432K. The stake represents 0.05% of the portfolio and ranks #190 among its holdings. This is a return to the name: TritonPoint Wealth previously reported a position in SHM as recently as Q3 2025.

TritonPoint Wealth first reported a position in SHM in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.03M in Q4 2023. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

TritonPoint Wealth held 9,037 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $432K as of Q1 2026.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF was a new TritonPoint Wealth position in Q1 2026.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.05% of TritonPoint Wealth's portfolio in Q1 2026, its #190 holding.
TritonPoint Wealth first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2023 and has held it in 9 quarters since.
TritonPoint Wealth's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.03M in Q4 2023.
394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.