LJAC
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L.J. Altfest & Co’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

L.J. Altfest & Co’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 		$2.18M Sell
45,484
-1,446
-3% -$69.2K 0.21% 77
2026
Q1 		$2.24M Sell
46,930
-6,670
-12% -$321K 0.24% 76
2025
Q4 		$2.57M Buy
53,600
+358
+0.7% +$17.2K 0.28% 68
2025
Q3 		$2.57M Sell
53,242
-9,495
-15% -$457K 0.29% 66
2025
Q2 		$3M Sell
62,737
-7,515
-11% -$356K 0.35% 58
2025
Q1 		$3.34M Buy
70,252
+976
+1% +$46.5K 0.42% 48
2024
Q4 		$3.28M Sell
69,276
-20,051
-22% -$957K 0.42% 49
2024
Q3 		$4.3M Sell
89,327
-29,488
-25% -$1.41M 0.57% 37
2024
Q2 		$5.61M Sell
118,815
-60,658
-34% -$2.86M 0.77% 31
2024
Q1 		$8.51M Sell
179,473
-15,323
-8% -$730K 1.21% 23
2023
Q4 		$9.31M Sell
194,796
-236,460
-55% -$11.1M 1.35% 19
2023
Q3 		$19.9M Sell
431,256
-25,609
-6% -$1.2M 3.14% 6
2023
Q2 		$21.5M Buy
456,865
+6,108
+1% +$288K 3.23% 6
2023
Q1 		$21.4M Buy
450,757
+20,153
+5% +$952K 3.36% 7
2022
Q4 		$20.2M Buy
430,604
+22,874
+6% +$1.06M 3.35% 5
2022
Q3 		$18.8M Buy
407,730
+1,445
+0.4% +$68.2K 3.52% 6
2022
Q2 		$19.2M Buy
406,285
+24,048
+6% +$1.13M 3.45% 7
2022
Q1 		$18.1M Buy
+382,237
New +$18.4M 3.23% 8
2021
Q4 		– Sell
-338,263
Closed -$16.7M – 268
2021
Q3 		$16.7M Buy
338,263
+58,210
+21% +$2.89M 3.5% 6
2021
Q2 		$13.9M Buy
280,053
+41,652
+17% +$2.07M 2.99% 6
2021
Q1 		$11.8M Buy
238,401
+61,273
+35% +$3.04M 2.79% 7
2020
Q4 		$8.82M Buy
177,128
+56,724
+47% +$2.82M 2.16% 12
2020
Q3 		$6M Buy
120,404
+50,909
+73% +$2.54M 1.6% 17
2020
Q2 		$3.47M Buy
69,495
+38,250
+122% +$1.89M 1% 21
2020
Q1 		$1.53M Buy
+31,245
New +$1.53M 0.48% 39
2018
Q1 		– Sell
-43,463
Closed -$2.08M – 168
2017
Q4 		$2.08M Buy
+43,463
New +$2.1M 0.79% 22
2017
Q3 		– Sell
-4,197
Closed -$204K – 148
2017
Q2 		$204K Buy
4,197
+3
+0.1% +$146 0.12% 136
2017
Q1 		$203K Buy
4,194
+2
+0% +$97 0.08% 135
2016
Q4 		$201K Buy
+4,192
New +$202K 0.1% 136

Other funds holding SHM

CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

L.J. Altfest & Co's SHM Position: Q2 2026 in Review

L.J. Altfest & Co reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 3.1% in Q2 2026, selling an estimated $69.2K and leaving 45,484 shares worth $2.18M. The position accounts for 0.21% of the portfolio, ranked #77.

L.J. Altfest & Co first reported a position in SHM in Q4 2016 and has held it in 29 quarters since. The position peaked at $21.5M in Q2 2023. 184 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • L.J. Altfest & Co held 45,484 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $2.18M as of Q2 2026.
  • L.J. Altfest & Co sold 1,446 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $69.2K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.21% of L.J. Altfest & Co's portfolio in Q2 2026, its #77 holding.
  • L.J. Altfest & Co first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2016 and has held it in 29 quarters since.
  • L.J. Altfest & Co's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $21.5M in Q2 2023.
  • 184 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.