Evensky & Katz’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Evensky & Katz’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	$390K	Buy	8,128 +122	+2%	+$5.84K	0.02%	60
2026 Q1	$383K	Buy	8,006 +150	+2%	+$7.23K	0.02%	60
2025 Q4	$377K	Buy	7,856 +111	+1%	+$5.33K	0.02%	61
2025 Q3	$373K	Sell	7,745 -922	-11%	-$44.4K	0.02%	59
2025 Q2	$415K	Buy	8,667 +853	+11%	+$40.5K	0.03%	59
2025 Q1	$372K	Sell	7,814 -3,536	-31%	-$168K	0.03%	64
2024 Q4	$538K	Buy	11,350 +45	+0.4%	+$2.15K	0.04%	61
2024 Q3	$544K	Sell	11,305 -580	-5%	-$27.7K	0.04%	61
2024 Q2	$561K	Buy	11,885 +314	+3%	+$14.8K	0.04%	60
2024 Q1	$549K	Buy	11,571 +1,212	+12%	+$57.7K	0.04%	61
2023 Q4	$495K	Buy	10,359 +378	+4%	+$17.7K	0.04%	60
2023 Q3	$461K	Buy	9,981 +7,331	+277%	+$343K	0.04%	57
2023 Q2	$125K	Buy	+2,650	New	+$125K	0.01%	73
2023 Q1	–	Sell	-150	Closed	-$7K	–	89
2022 Q4	$7K	Sell	150 -46,683	-100%	-$2.17M	﹤0.01%	85
2022 Q3	$2.16M	Sell	46,833 -6,484	-12%	-$306K	0.26%	32
2022 Q2	$2.52M	Buy	53,317 +35,007	+191%	+$1.64M	0.29%	29
2022 Q1	$867K	Buy	18,310 +2,839	+18%	+$137K	0.09%	48
2021 Q4	$761K	Buy	15,471 +1,077	+7%	+$53.1K	0.07%	49
2021 Q3	$711K	Buy	14,394 +610	+4%	+$30.2K	0.07%	48
2021 Q2	$683K	Buy	13,784 +4,436	+47%	+$220K	0.07%	49
2021 Q1	$463K	Buy	9,348 +8,726	+1,403%	+$433K	0.05%	48
2020 Q4	$31K	Sell	622 -9,565	-94%	-$476K	﹤0.01%	68
2020 Q3	$508K	Buy	10,187 +7,273	+250%	+$363K	0.07%	51
2020 Q2	$145K	Sell	2,914 -7,095	-71%	-$351K	0.02%	62
2020 Q1	$489K	Buy	10,009 +7,714	+336%	+$377K	0.08%	54
2019 Q4	$112K	Sell	2,295 -32	-1%	-$1.57K	0.02%	77
2019 Q3	$114K	Buy	2,327 +162	+7%	+$7.95K	0.02%	87
2019 Q2	$106K	Sell	2,165 -220	-9%	-$10.7K	0.01%	85
2019 Q1	$115K	Buy	+2,385	New	+$115K	0.02%	88

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

Evensky & Katz's SHM Position: Q2 2026 in Review

Evensky & Katz increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 1.5% in Q2 2026, buying an estimated $5.84K and bringing the position to 8,128 shares worth $390K. The position accounts for 0.02% of the portfolio, ranked #60.

Evensky & Katz first reported a position in SHM in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.52M in Q2 2022. 397 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Evensky & Katz held 8,128 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $390K as of Q2 2026.
Evensky & Katz bought 122 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $5.84K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.02% of Evensky & Katz's portfolio in Q2 2026, its #60 holding.
Evensky & Katz first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2019 and has held it in 29 quarters since.
Evensky & Katz's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.52M in Q2 2022.
397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Evensky & Katz's 13F filing for Q2 2026, filed 22 Jul 2026.