LKBC
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L.K. Benson & Company’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

L.K. Benson & Company’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 		$757K Sell
15,787
-886
-5% -$42.4K 0.23% 61
2026
Q1 		$797K Buy
16,673
+6,401
+62% +$308K 0.26% 58
2025
Q4 		$493K Sell
10,272
-239
-2% -$11.5K 0.25% 72
2025
Q3 		$507K Buy
10,511
+6
+0.1% +$289 0.27% 71
2025
Q2 		$502K Sell
10,505
-3,143
-23% -$149K 0.31% 66
2025
Q1 		$650K Buy
13,648
+4
+0% +$191 0.45% 53
2024
Q4 		$647K Buy
+13,644
New +$651K 0.46% 48

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
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
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

L.K. Benson & Company's SHM Position: Q2 2026 in Review

L.K. Benson & Company reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 5.3% in Q2 2026, selling an estimated $42.4K and leaving 15,787 shares worth $757K. The position accounts for 0.23% of the portfolio, ranked #61.

L.K. Benson & Company first reported a position in SHM in Q4 2024 and has held it in 7 quarters since. The position peaked at $797K in Q1 2026. 131 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • L.K. Benson & Company held 15,787 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $757K as of Q2 2026.
  • L.K. Benson & Company sold 886 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $42.4K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.23% of L.K. Benson & Company's portfolio in Q2 2026, its #61 holding.
  • L.K. Benson & Company first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • L.K. Benson & Company's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $797K in Q1 2026.
  • 131 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.