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 Q2	$403K	Sell	8,401 -636	-7%	-$30.4K	0.04%	204
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 $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

TritonPoint Wealth's SHM Position: Q2 2026 in Review

TritonPoint Wealth reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 7% in Q2 2026, selling an estimated $30.4K and leaving 8,401 shares worth $403K. The position accounts for 0.04% of the portfolio, ranked #204.

TritonPoint Wealth first reported a position in SHM in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.03M in Q4 2023. 397 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

TritonPoint Wealth held 8,401 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $403K as of Q2 2026.
TritonPoint Wealth sold 636 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $30.4K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.04% of TritonPoint Wealth's portfolio in Q2 2026, its #204 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 10 quarters since.
TritonPoint Wealth's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.03M in Q4 2023.
397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.