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

Larson 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	$2.24K	Buy	47 +1	+2%	+$48	﹤0.01%	3073
2026 Q1	$2.22K	Hold	46	–	–	﹤0.01%	2927
2025 Q4	$2.22K	Hold	46	–	–	﹤0.01%	2755
2025 Q3	$2.21K	Sell	46 -49	-52%	-$2.36K	﹤0.01%	2665
2025 Q2	$4.56K	Sell	95 -50	-34%	-$2.37K	﹤0.01%	2103
2025 Q1	$6.88K	Sell	145 -221	-60%	-$10.5K	﹤0.01%	1774
2024 Q4	$17.3K	Buy	366 +3	+0.8%	+$143	﹤0.01%	1272
2024 Q3	$17.5K	Buy	363 +1	+0.3%	+$48	﹤0.01%	1269
2024 Q2	$17.1K	Buy	+362	New	+$17.1K	﹤0.01%	1101

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

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

Larson Financial Group increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 2.2% in Q2 2026, buying an estimated $48 and bringing the position to 47 shares worth $2.24K. The position accounts for ﹤0.01% of the portfolio, ranked #3073.

Larson Financial Group first reported a position in SHM in Q2 2024 and has held it in 9 quarters since. The position peaked at $17.5K in Q3 2024. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Larson Financial Group held 47 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $2.24K as of Q2 2026.
Larson Financial Group bought 1 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share in Q2 2026, an estimated $48.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3073 holding.
Larson Financial Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2024 and has held it in 9 quarters since.
Larson Financial Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $17.5K in Q3 2024.
396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.