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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

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. 397 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.
397 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.