TritonPoint Wealth
SHM icon

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
Q3 		$353K Sell
7,564
-837
-10% -$39.8K 0.04% 216
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% -$9.9K 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

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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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Symmetry Partners
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Empirical Wealth Management
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TD Private Client Wealth
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GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

TritonPoint Wealth's SHM Position: Q3 2026 in Review

TritonPoint Wealth reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 10% in Q3 2026, selling an estimated $39.8K and leaving 7,564 shares worth $353K. The position accounts for 0.04% of the portfolio, ranked #216.

TritonPoint Wealth first reported a position in SHM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.03M in Q4 2023. 204 funds tracked by Wall St. Rank hold SHM as of Q3 2026.

  • TritonPoint Wealth held 7,564 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $353K as of Q3 2026.
  • TritonPoint Wealth sold 837 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2026, an estimated $39.8K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.04% of TritonPoint Wealth's portfolio in Q3 2026, its #216 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 11 quarters since.
  • TritonPoint Wealth's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.03M in Q4 2023.
  • 204 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2026.

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