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

Legacy Solutions LLC’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	$736K	Buy	15,334 +280	+2%	+$13.4K	0.6%	34
2026 Q1	$720K	Buy	15,054 +1,137	+8%	+$54.8K	0.67%	29
2025 Q4	$668K	Buy	13,917 +254	+2%	+$12.2K	0.59%	32
2025 Q3	$659K	Buy	13,663 +1,950	+17%	+$93.8K	0.59%	31
2025 Q2	$560K	Sell	11,713 -236	-2%	-$11.2K	0.54%	32
2025 Q1	$569K	Sell	11,949 -145	-1%	-$6.91K	0.63%	28
2024 Q4	$573K	Buy	+12,094	New	+$577K	0.62%	31

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Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return