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 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

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

Valeo Financial Advisors's SHM Position: Q2 2026 in Review

Valeo Financial Advisors reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 5.7% in Q2 2026, selling an estimated $34K and leaving 11,825 shares worth $567K. The position accounts for 0.01% of the portfolio, ranked #417.

Valeo Financial Advisors first reported a position in SHM in Q3 2018 and has held it in 10 quarters since. The position peaked at $600K in Q1 2026. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Valeo Financial Advisors held 11,825 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $567K as of Q2 2026.
Valeo Financial Advisors sold 711 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $34K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #417 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 10 quarters since.
Valeo Financial Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $600K in Q1 2026.
396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.