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Evelyn Partners Asset Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Evelyn Partners Asset Management’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
Q1 		$482K Buy
+10,086
New +$486K 0.12% 77

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Morgan Stanley
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QC
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Envestnet Asset Management
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Mercer Global Advisors
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

Evelyn Partners Asset Management's SHM Position: Q1 2026 in Review

Evelyn Partners Asset Management opened a new position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2026: 10,086 shares worth $482K. The stake represents 0.12% of the portfolio and ranks #77 among its holdings.

396 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

  • Evelyn Partners Asset Management held 10,086 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $482K as of Q1 2026.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF was a new Evelyn Partners Asset Management position in Q1 2026.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.12% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #77 holding.
  • 396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.