Financial Engines Advisors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Financial Engines 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	$32.5M	Buy	677,616 +9,295	+1%	+$445K	0.06%	66
2026 Q1	$32M	Buy	668,321 +3,359	+0.5%	+$162K	0.06%	67
2025 Q4	$31.9M	Sell	664,962 -8,395	-1%	-$403K	0.06%	68
2025 Q3	$32.5M	Buy	673,357 +13,047	+2%	+$628K	0.06%	67
2025 Q2	$31.6M	Sell	660,310 -1,824	-0.3%	-$86.5K	0.06%	64
2025 Q1	$31.5M	Sell	662,134 -20,390	-3%	-$971K	0.07%	60
2024 Q4	$32.3M	Sell	682,524 -40,363	-6%	-$1.93M	0.07%	59
2024 Q3	$34.8M	Sell	722,887 -36,008	-5%	-$1.72M	0.07%	56
2024 Q2	$35.8M	Sell	758,895 -1,916	-0.3%	-$90.3K	0.08%	53
2024 Q1	$36.1M	Sell	760,811 -6,152	-0.8%	-$293K	0.08%	52
2023 Q4	$36.7M	Buy	766,963 +2,547	+0.3%	+$119K	0.09%	51
2023 Q3	$35.3M	Sell	764,416 -17,141	-2%	-$803K	0.09%	52
2023 Q2	$36.8M	Buy	781,557 +5,339	+0.7%	+$251K	0.09%	53
2023 Q1	$36.9M	Sell	776,218 -48,235	-6%	-$2.28M	0.1%	53
2022 Q4	$38.7M	Sell	824,453 -281,390	-25%	-$13.1M	0.11%	60
2022 Q3	$51M	Sell	1,105,843 -46,362	-4%	-$2.19M	0.17%	45
2022 Q2	$54.5M	Sell	1,152,205 -72,540	-6%	-$3.41M	0.17%	46
2022 Q1	$58M	Sell	1,224,745 -16,242	-1%	-$783K	0.15%	46
2021 Q4	$61M	Buy	1,240,987 +37,397	+3%	+$1.84M	0.16%	47
2021 Q3	$59.5M	Buy	1,203,590 +22,420	+2%	+$1.11M	0.18%	46
2021 Q2	$58.5M	Buy	1,181,170 +83,489	+8%	+$4.14M	0.17%	46
2021 Q1	$54.4M	Buy	1,097,681 +42,833	+4%	+$2.13M	0.17%	46
2020 Q4	$52.5M	Buy	1,054,848 +105,222	+11%	+$5.24M	0.18%	46
2020 Q3	$47.4M	Buy	949,626 +142,905	+18%	+$7.14M	0.19%	47
2020 Q2	$40.2M	Buy	806,721 +417,473	+107%	+$20.6M	0.18%	46
2020 Q1	$19M	Buy	389,248 +8,175	+2%	+$400K	0.1%	45
2019 Q4	$18.7M	Buy	381,073 +27,814	+8%	+$1.36M	0.09%	42
2019 Q3	$17.3M	Buy	353,259 +93,253	+36%	+$4.58M	0.09%	39
2019 Q2	$12.7M	Buy	260,006 +28,450	+12%	+$1.38M	0.07%	39
2019 Q1	$11.2M	Buy	+231,556	New	+$11.2M	0.06%	39
2018 Q4	–	Sell	-179,299	Closed	-$8.55M	–	170
2018 Q3	$8.55M	Buy	179,299 +55,679	+45%	+$2.67M	0.16%	21
2018 Q2	$5.93M	Buy	123,620 +49,530	+67%	+$2.37M	0.14%	23
2018 Q1	$3.54M	Buy	74,090 +34,034	+85%	+$1.63M	0.1%	28
2017 Q4	$1.92M	Sell	40,056 -26,430	-40%	-$1.28M	0.06%	34
2017 Q3	$3.23M	Buy	+66,486	New	+$3.24M	0.11%	26

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

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

Financial Engines Advisors increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 1.4% in Q2 2026, buying an estimated $445K and bringing the position to 677,616 shares worth $32.5M. The position accounts for 0.06% of the portfolio, ranked #66.

Financial Engines Advisors first reported a position in SHM in Q3 2017 and has held it in 35 quarters since. The position peaked at $61M in Q4 2021. 397 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Financial Engines Advisors held 677,616 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $32.5M as of Q2 2026.
Financial Engines Advisors bought 9,295 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $445K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.06% of Financial Engines Advisors's portfolio in Q2 2026, its #66 holding.
Financial Engines Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2017 and has held it in 35 quarters since.
Financial Engines Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $61M in Q4 2021.
397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.