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Rehmann Capital Advisory Group’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Rehmann Capital Advisory Group’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 		$505K Buy
10,549
+48
+0.5% +$2.31K 0.03% 396
2025
Q4 		$504K Buy
10,501
+93
+0.9% +$4.46K 0.03% 392
2025
Q3 		$502K Buy
10,408
+68
+0.7% +$3.27K 0.03% 379
2025
Q2 		$495K Buy
10,340
+66
+0.6% +$3.13K 0.03% 355
2025
Q1 		$489K Buy
10,274
+43
+0.4% +$2.05K 0.03% 362
2024
Q4 		$485K Buy
10,231
+81
+0.8% +$3.87K 0.03% 356
2024
Q3 		$489K Buy
10,150
+55
+0.5% +$2.63K 0.03% 343
2024
Q2 		$476K Buy
10,095
+45
+0.4% +$2.12K 0.03% 337
2024
Q1 		$477K Buy
10,050
+27
+0.3% +$1.29K 0.04% 326
2023
Q4 		$479K Sell
10,023
-2,705
-21% -$127K 0.04% 321
2023
Q3 		$588K Buy
12,728
+36
+0.3% +$1.69K 0.05% 268
2023
Q2 		$597K Buy
12,692
+31
+0.2% +$1.46K 0.05% 275
2023
Q1 		$602K Sell
12,661
-570
-4% -$26.9K 0.06% 271
2022
Q4 		$622K Buy
13,231
+632
+5% +$29.4K 0.06% 266
2022
Q3 		$581K Sell
12,599
-83
-0.7% -$3.92K 0.06% 260
2022
Q2 		$599K Buy
12,682
+18
+0.1% +$845 0.07% 253
2022
Q1 		$599K Sell
12,664
-1,449
-10% -$69.8K 0.06% 274
2021
Q4 		$694K Buy
14,113
+43
+0.3% +$2.12K 0.06% 254
2021
Q3 		$695K Buy
14,070
+27
+0.2% +$1.34K 0.07% 251
2021
Q2 		$696K Buy
14,043
+28
+0.2% +$1.39K 0.07% 245
2021
Q1 		$695K Sell
14,015
-1,628
-10% -$80.9K 0.07% 228
2020
Q4 		$779K Buy
15,643
+65
+0.4% +$3.24K 0.09% 192
2020
Q3 		$777K Buy
15,578
+45
+0.3% +$2.25K 0.1% 179
2020
Q2 		$775K Buy
15,533
+49
+0.3% +$2.42K 0.11% 169
2020
Q1 		$757K Buy
+15,484
New +$757K 0.12% 139
2019
Q3 		– Sell
-11,290
Closed -$552K – 2043
2019
Q2 		$552K Buy
11,290
+39
+0.3% +$1.9K 0.07% 230
2019
Q1 		$545K Buy
+11,251
New +$543K 0.07% 206
2018
Q4 		– Sell
-21,196
Closed -$1.01M – 2073
2018
Q3 		$1.01M Sell
21,196
-2,544
-11% -$122K 0.14% 125
2018
Q2 		$1.14M Buy
23,740
+61
+0.3% +$2.91K 0.17% 107
2018
Q1 		$1.13M Sell
23,679
-486
-2% -$23.3K 0.18% 106
2017
Q4 		$1.16M Sell
24,165
-541
-2% -$26.1K 0.2% 102
2017
Q3 		$1.2M Sell
24,706
-4,235
-15% -$207K 0.22% 100
2017
Q2 		$1.4M Buy
28,941
+65
+0.2% +$3.16K 0.27% 79
2017
Q1 		$1.4M Buy
28,876
+82
+0.3% +$3.96K 0.23% 88
2016
Q4 		$1.38M Buy
28,794
+6,847
+31% +$331K 0.25% 81
2016
Q3 		$1.07M Buy
21,947
+2,012
+10% +$98.7K 0.21% 98
2016
Q2 		$978K Buy
19,935
+3,418
+21% +$167K 0.18% 109
2016
Q1 		$806K Buy
16,517
+237
+1% +$11.6K 0.16% 116
2015
Q4 		$793K Buy
16,280
+34
+0.2% +$1.66K 0.17% 109
2015
Q3 		$791K Sell
16,246
-1,275
-7% -$62K 0.18% 103
2015
Q2 		$851K Sell
17,521
-3,664
-17% -$178K 0.19% 103
2015
Q1 		$1.03M Sell
21,185
-5,410
-20% -$264K 0.23% 87
2014
Q4 		$1.29M Sell
26,595
-10,617
-29% -$517K 0.3% 73
2014
Q3 		$1.82M Sell
37,212
-10,902
-23% -$531K 0.43% 50
2014
Q2 		$2.34M Buy
48,114
+9,005
+23% +$438K 0.56% 43
2014
Q1 		$1.9M Sell
39,109
-5,094
-12% -$248K 0.51% 42
2013
Q4 		$2.15M Sell
44,203
-80,686
-65% -$3.92M 0.65% 35
2013
Q3 		$6.05M Sell
124,889
-2,590
-2% -$125K 1.96% 10
2013
Q2 		$6.09M Buy
+127,479
New +$6.19M 2.11% 8

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

Rehmann Capital Advisory Group's SHM Position: Q1 2026 in Review

Rehmann Capital Advisory Group increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.46% in Q1 2026, buying an estimated $2.31K and bringing the position to 10,549 shares worth $505K. The position accounts for 0.03% of the portfolio, ranked #396.

Rehmann Capital Advisory Group first reported a position in SHM in Q2 2013 and has held it in 49 quarters since. The position peaked at $6.09M in Q2 2013. 395 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

  • Rehmann Capital Advisory Group held 10,549 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $505K as of Q1 2026.
  • Rehmann Capital Advisory Group bought 48 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $2.31K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.03% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #396 holding.
  • Rehmann Capital Advisory Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2013 and has held it in 49 quarters since.
  • Rehmann Capital Advisory Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $6.09M in Q2 2013.
  • 395 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.