Lazard Asset Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Lazard Asset Management’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	$624K	Sell	13,000 -14,297	-52%	-$684K	﹤0.01%	1372
2026 Q1	$1.31M	Hold	27,297	–	–	﹤0.01%	1079
2025 Q4	$1.31M	Hold	27,297	–	–	﹤0.01%	1066
2025 Q3	$1.32M	Buy	+27,297	New	+$1.31M	﹤0.01%	1040
2025 Q2	–	Hold	0	–	–	–	1179
2025 Q1	–	Hold	0	–	–	–	1113
2024 Q4	–	Hold	0	–	–	–	1041
2024 Q3	–	Hold	0	–	–	–	999
2024 Q2	–	Hold	0	–	–	–	924
2024 Q1	–	Hold	0	–	–	–	888
2023 Q4	–	Hold	0	–	–	–	911
2023 Q3	–	Hold	0	–	–	–	937
2023 Q2	–	Hold	0	–	–	–	947
2023 Q1	–	Hold	0	–	–	–	975
2022 Q4	–	Hold	0	–	–	–	960
2022 Q3	–	Hold	0	–	–	–	915
2022 Q2	–	Hold	0	–	–	–	929
2022 Q1	–	Hold	0	–	–	–	919
2021 Q4	–	Hold	0	–	–	–	937
2021 Q3	–	Hold	0	–	–	–	921
2021 Q2	–	Hold	0	–	–	–	852
2021 Q1	–	Hold	0	–	–	–	795
2020 Q4	–	Hold	0	–	–	–	799
2020 Q3	–	Hold	0	–	–	–	736
2020 Q2	–	Hold	0	–	–	–	686
2020 Q1	–	Hold	0	–	–	–	663
2019 Q4	–	Hold	0	–	–	–	647
2019 Q3	–	Hold	0	–	–	–	643
2019 Q2	–	Hold	0	–	–	–	731
2019 Q1	–	Hold	0	–	–	–	710
2018 Q4	–	Hold	0	–	–	–	621
2018 Q3	–	Hold	0	–	–	–	644
2018 Q2	–	Hold	0	–	–	–	638
2018 Q1	–	Hold	0	–	–	–	624
2017 Q4	–	Hold	0	–	–	–	615
2017 Q3	–	Hold	0	–	–	–	606
2017 Q2	–	Hold	0	–	–	–	595
2017 Q1	–	Hold	0	–	–	–	626
2016 Q4	–	Hold	0	–	–	–	542
2016 Q3	–	Hold	0	–	–	–	535
2016 Q2	–	Hold	0	–	–	–	518
2016 Q1	–	Hold	0	–	–	–	154
2015 Q4	–	Hold	0	–	–	–	167
2015 Q3	–	Hold	0	–	–	–	159
2015 Q2	–	Hold	0	–	–	–	174
2015 Q1	–	Hold	0	–	–	–	162
2014 Q4	–	Hold	0	–	–	–	181
2014 Q3	–	Hold	0	–	–	–	158
2014 Q2	–	Hold	0	–	–	–	354
2014 Q1	–	Hold	0	–	–	–	321
2013 Q4	–	Hold	0	–	–	–	240
2013 Q3	–	Hold	0	–	–	–	210
2013 Q2	–	Hold	0	–	–	–	210

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

Lazard Asset Management's SHM Position: Q2 2026 in Review

Lazard Asset Management reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 52% in Q2 2026, selling an estimated $684K and leaving 13,000 shares worth $624K. The position accounts for ﹤0.01% of the portfolio, ranked #1372.

Lazard Asset Management first reported a position in SHM in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.32M in Q3 2025. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Lazard Asset Management held 13,000 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $624K as of Q2 2026.
Lazard Asset Management sold 14,297 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $684K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of Lazard Asset Management's portfolio in Q2 2026, its #1372 holding.
Lazard Asset Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
Lazard Asset Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.32M in Q3 2025.
396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Lazard Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.