Valeo Financial Advisors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Valeo Financial Advisors’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	$552K	Hold	11,825	–	–	0.01%	433
2026 Q2	$567K	Sell	11,825 -711	-6%	-$34K	0.01%	417
2026 Q1	$600K	Buy	+12,536	New	+$604K	0.01%	370
2020 Q4	–	Sell	-2	Closed	–	–	1825
2020 Q3	$0	Buy	+2	New	+$100	﹤0.01%	2064
2020 Q2	–	Sell	-256	Closed	-$13K	–	2139
2020 Q1	$13K	Buy	256 +157	+159%	+$7.68K	﹤0.01%	1010
2019 Q4	$5K	Hold	99	–	–	﹤0.01%	1295
2019 Q3	$5K	Hold	99	–	–	﹤0.01%	1208
2019 Q2	$5K	Hold	99	–	–	﹤0.01%	1224
2019 Q1	$5K	Hold	99	–	–	﹤0.01%	1192
2018 Q4	$5K	Hold	99	–	–	﹤0.01%	1095
2018 Q3	$5K	Buy	+99	New	+$4.75K	﹤0.01%	1223

Other funds holding SHM

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

MWM

McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Valeo Financial Advisors's SHM Position: Q3 2026 in Review

Valeo Financial Advisors held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q3 2026 at 11,825 shares worth $552K. The position accounts for 0.01% of the portfolio, ranked #433.

Valeo Financial Advisors first reported a position in SHM in Q3 2018 and has held it in 11 quarters since. The position peaked at $600K in Q1 2026. 26 funds tracked by Wall St. Rank hold SHM as of Q3 2026.

Valeo Financial Advisors held 11,825 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $552K as of Q3 2026.
Valeo Financial Advisors left its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share count unchanged in Q3 2026.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #433 holding.
Valeo Financial Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2018 and has held it in 11 quarters since.
Valeo Financial Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $600K in Q1 2026.
26 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.