EK
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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Evensky & Katz's SHM Position: Q1 2026 in Review

Evensky & Katz increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 1.9% in Q1 2026, buying an estimated $7.23K and bringing the position to 8,006 shares worth $383K. 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 28 quarters since. The position peaked at $2.52M in Q2 2022. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

  • Evensky & Katz held 8,006 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $383K as of Q1 2026.
  • Evensky & Katz bought 150 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $7.23K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.02% of Evensky & Katz's portfolio in Q1 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 28 quarters since.
  • Evensky & Katz's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.52M in Q2 2022.
  • 394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Evensky & Katz's 13F filing for Q1 2026, filed 22 Apr 2026.