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

Howe & Rusling’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 		$1.17M Buy
24,562
+3,163
+15% +$152K 0.08% 122
2025
Q4 		$1.03M Sell
21,399
-1
-0% -$48 0.07% 123
2025
Q3 		$1.03M Sell
21,400
-31
-0.1% -$1.49K 0.07% 129
2025
Q2 		$1.03M Sell
21,431
-859
-4% -$40.7K 0.08% 126
2025
Q1 		$1.06M Buy
22,290
+1,314
+6% +$62.6K 0.09% 116
2024
Q4 		$994K Buy
20,976
+23
+0.1% +$1.1K 0.09% 113
2024
Q3 		$1.01M Buy
20,953
+246
+1% +$11.7K 0.09% 115
2024
Q2 		$977K Buy
20,707
+2,144
+12% +$101K 0.09% 113
2024
Q1 		$881K Buy
18,563
+1,916
+12% +$91.3K 0.08% 121
2023
Q4 		$796K Sell
16,647
-4,703
-22% -$221K 0.08% 117
2023
Q3 		$987K Buy
21,350
+292
+1% +$13.7K 0.12% 109
2023
Q2 		$991K Sell
21,058
-751
-3% -$35.4K 0.11% 112
2023
Q1 		$1.04M Buy
21,809
+8,145
+60% +$385K 0.12% 109
2022
Q4 		$642K Sell
13,664
-3,383
-20% -$157K 0.08% 117
2022
Q3 		$786K Buy
17,047
+616
+4% +$29.1K 0.1% 109
2022
Q2 		$777K Buy
16,431
+14
+0.1% +$657 0.1% 111
2022
Q1 		$777K Buy
16,417
+3,144
+24% +$152K 0.09% 112
2021
Q4 		$653K Buy
13,273
+2,709
+26% +$133K 0.08% 119
2021
Q3 		$522K Buy
10,564
+783
+8% +$38.8K 0.07% 121
2021
Q2 		$485K Buy
9,781
+3,226
+49% +$160K 0.06% 118
2021
Q1 		$325K Sell
6,555
-450
-6% -$22.4K 0.04% 134
2020
Q4 		$349K Buy
7,005
+564
+9% +$28.1K 0.05% 121
2020
Q3 		$321K Buy
6,441
+142
+2% +$7.09K 0.06% 119
2020
Q2 		$314K Buy
6,299
+594
+10% +$29.3K 0.06% 112
2020
Q1 		$279K Hold
5,705
– – 0.06% 125
2019
Q4 		$280K Buy
5,705
+580
+11% +$28.4K 0.05% 164
2019
Q3 		$251K Buy
5,125
+1,275
+33% +$62.6K 0.04% 174
2019
Q2 		$188K Buy
3,850
+750
+24% +$36.5K 0.03% 197
2019
Q1 		$150K Buy
+3,100
New +$150K 0.03% 208

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 $424B AUM 22.94% 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

Howe & Rusling's SHM Position: Q1 2026 in Review

Howe & Rusling increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 15% in Q1 2026, buying an estimated $152K and bringing the position to 24,562 shares worth $1.17M. The position accounts for 0.08% of the portfolio, ranked #122.

Howe & Rusling first reported a position in SHM in Q1 2019 and has held it in 29 quarters since. 395 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

  • Howe & Rusling held 24,562 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.17M as of Q1 2026.
  • Howe & Rusling bought 3,163 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $152K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.08% of Howe & Rusling's portfolio in Q1 2026, its #122 holding.
  • Howe & Rusling 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.
  • 395 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.