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

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

Legacy Solutions LLC's SHM Position: Q2 2026 in Review

Legacy Solutions LLC increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 1.9% in Q2 2026, buying an estimated $13.4K and bringing the position to 15,334 shares worth $736K. The position accounts for 0.6% of the portfolio, ranked #34.

Legacy Solutions LLC first reported a position in SHM in Q4 2024 and has held it in 7 quarters since. 397 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Legacy Solutions LLC held 15,334 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $736K as of Q2 2026.
Legacy Solutions LLC bought 280 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $13.4K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.6% of Legacy Solutions LLC's portfolio in Q2 2026, its #34 holding.
Legacy Solutions LLC 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.
397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Legacy Solutions LLC's 13F filing for Q2 2026, filed 6 Jul 2026.