Ken Fisher
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Ken Fisher’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Ken Fisher’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 		$1.2M Buy
+25,082
New +$1.21M ﹤0.01% 662
2025
Q2 		– Sell
-7,060
Closed -$336K – 1070
2025
Q1 		$336K Buy
+7,060
New +$336K ﹤0.01% 873

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

Ken Fisher's SHM Position: Q1 2026 in Review

Ken Fisher opened a new position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2026: 25,082 shares worth $1.2M. The stake represents ﹤0.01% of the portfolio and ranks #662 among its holdings. This is a return to the name: Ken Fisher previously reported a position in SHM as recently as Q1 2025.

Ken Fisher first reported a position in SHM in Q1 2025 and has held it in 2 quarters since. 395 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

  • Ken Fisher held 25,082 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.2M as of Q1 2026.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF was a new Ken Fisher position in Q1 2026.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #662 holding.
  • Ken Fisher first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2025 and has held it in 2 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 Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.