KFG
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Kingdom Financial Group’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Kingdom Financial 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
Q2 		– Sell
-2
Closed -$96 – 951
2026
Q1 		$96 Sell
2
-1,163
-100% -$56K ﹤0.01% 807
2025
Q4 		$55.9K Buy
+1,165
New +$55.9K 0.02% 245

Other funds holding SHM

Bank of America
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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Mercer Global Advisors
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

Kingdom Financial Group's SHM Position: Q2 2026 in Review

Kingdom Financial Group sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2026, closing a stake of 2 shares — an estimated $96 sold.

Kingdom Financial Group first reported a position in SHM in Q4 2025 and held it in 2 quarters. The position peaked at $55.9K in Q4 2025. 397 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Kingdom Financial Group reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Kingdom Financial Group sold 2 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $96.
  • Kingdom Financial Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2025 and held it in 2 quarters.
  • Kingdom Financial Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $55.9K in Q4 2025.
  • 397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.