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

Keener Financial Planning’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 		$264K Buy
5,528
+760
+16% +$36.6K 0.11% 50
2025
Q4 		$228K Buy
4,768
+1,479
+45% +$71K 0.1% 51
2025
Q3 		$158K Sell
3,289
-78
-2% -$3.75K 0.07% 57
2025
Q2 		$161K Buy
3,367
+357
+12% +$16.9K 0.08% 57
2025
Q1 		$143K Sell
3,010
-762
-20% -$36.3K 0.09% 54
2024
Q4 		$178K Buy
3,772
+701
+23% +$33.5K 0.11% 51
2024
Q3 		$147K Buy
3,071
+260
+9% +$12.4K 0.1% 50
2024
Q2 		$132K Buy
2,811
+979
+53% +$46.2K 0.09% 55
2024
Q1 		$87K Buy
1,832
+594
+48% +$28.3K 0.06% 69
2023
Q4 		$59K Buy
+1,238
New +$58.1K 0.05% 85

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

Keener Financial Planning's SHM Position: Q1 2026 in Review

Keener Financial Planning increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 16% in Q1 2026, buying an estimated $36.6K and bringing the position to 5,528 shares worth $264K. The position accounts for 0.11% of the portfolio, ranked #50.

Keener Financial Planning first reported a position in SHM in Q4 2023 and has held it in 10 quarters since. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

  • Keener Financial Planning held 5,528 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $264K as of Q1 2026.
  • Keener Financial Planning bought 760 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $36.6K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.11% of Keener Financial Planning's portfolio in Q1 2026, its #50 holding.
  • Keener Financial Planning first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Keener Financial Planning's 13F filing for Q1 2026, filed 1 May 2026.