KFG
SHM icon

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
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
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

Kingdom Financial Group's SHM Position: Q1 2026 in Review

Kingdom Financial Group reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 100% in Q1 2026, selling an estimated $56K and leaving 2 shares worth $96. The position accounts for ﹤0.01% of the portfolio, ranked #807.

Kingdom Financial Group first reported a position in SHM in Q4 2025 and has held it in 2 quarters since. The position peaked at $55.9K in Q4 2025. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

  • Kingdom Financial Group held 2 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $96 as of Q1 2026.
  • Kingdom Financial Group sold 1,163 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $56K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of Kingdom Financial Group's portfolio in Q1 2026, its #807 holding.
  • Kingdom Financial Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Kingdom Financial Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $55.9K in Q4 2025.
  • 394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.