Legacy Edge Advisors
SHM icon

Legacy Edge Advisors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Legacy Edge Advisors’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
Q3 		$591K Buy
+12,677
New +$603K 0.05% 134
2026
Q2 		– Sell
-8,984
Closed -$430K – 243
2026
Q1 		$430K Buy
8,984
+328
+4% +$15.8K 0.05% 147
2025
Q4 		$415K Buy
+8,656
New +$415K 0.05% 149

Other funds holding SHM

Quent Capital
Quent Capital New York $1.67B AUM 19.79% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Alaska Wealth Advisors
Alaska Wealth Advisors Anchorage, Alaska $895M AUM 12.18% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Legacy Edge Advisors's SHM Position: Q3 2026 in Review

Legacy Edge Advisors opened a new position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2026: 12,677 shares worth $591K. The stake represents 0.05% of the portfolio and ranks #134 among its holdings. This is a return to the name: Legacy Edge Advisors previously reported a position in SHM as recently as Q1 2026.

Legacy Edge Advisors first reported a position in SHM in Q4 2025 and has held it in 3 quarters since. 270 funds tracked by Wall St. Rank hold SHM as of Q3 2026.

  • Legacy Edge Advisors held 12,677 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $591K as of Q3 2026.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF was a new Legacy Edge Advisors position in Q3 2026.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.05% of Legacy Edge Advisors's portfolio in Q3 2026, its #134 holding.
  • Legacy Edge Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 270 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2026.

Based on Legacy Edge Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.