Envestnet Portfolio Solutions’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Envestnet Portfolio Solutions’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	$1.3M	Buy	27,104 +14,934	+123%	+$715K	0.01%	606
2026 Q1	$582K	Sell	12,170 -320	-3%	-$15.4K	﹤0.01%	836
2025 Q4	$599K	Sell	12,490 -9	-0.1%	-$432	﹤0.01%	977
2025 Q3	$603K	Sell	12,499 -1,981	-14%	-$95.3K	﹤0.01%	959
2025 Q2	$693K	Sell	14,480 -4,404	-23%	-$209K	﹤0.01%	949
2025 Q1	$899K	Sell	18,884 -1,030	-5%	-$49.1K	﹤0.01%	830
2024 Q4	$944K	Buy	19,914 +72	+0.4%	+$3.44K	﹤0.01%	949
2024 Q3	$955K	Buy	19,842 +99	+0.5%	+$4.73K	﹤0.01%	915
2024 Q2	$932K	Sell	19,743 -283	-1%	-$13.3K	﹤0.01%	885
2024 Q1	$950K	Sell	20,026 -1,691	-8%	-$80.5K	﹤0.01%	852
2023 Q4	$1.04M	Sell	21,717 -5,340	-20%	-$251K	﹤0.01%	787
2023 Q3	$1.25M	Buy	+27,057	New	+$1.27M	0.01%	690

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

Envestnet Portfolio Solutions's SHM Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 123% in Q2 2026, buying an estimated $715K and bringing the position to 27,104 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #606.

Envestnet Portfolio Solutions first reported a position in SHM in Q3 2023 and has held it in 12 quarters since. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Envestnet Portfolio Solutions held 27,104 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.3M as of Q2 2026.
Envestnet Portfolio Solutions bought 14,934 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $715K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #606 holding.
Envestnet Portfolio Solutions first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2023 and has held it in 12 quarters since.
396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.