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 Q3	$699K	Sell	14,991 -343	-2%	-$16.3K	0.53%	35
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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Legacy Solutions LLC's SHM Position: Q3 2026 in Review

Legacy Solutions LLC reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 2.2% in Q3 2026, selling an estimated $16.3K and leaving 14,991 shares worth $699K. The position accounts for 0.53% of the portfolio, ranked #35.

Legacy Solutions LLC first reported a position in SHM in Q4 2024 and has held it in 8 quarters since. The position peaked at $736K in Q2 2026. 152 funds tracked by Wall St. Rank hold SHM as of Q3 2026.

Legacy Solutions LLC held 14,991 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $699K as of Q3 2026.
Legacy Solutions LLC sold 343 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2026, an estimated $16.3K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.53% of Legacy Solutions LLC's portfolio in Q3 2026, its #35 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 8 quarters since.
Legacy Solutions LLC's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $736K in Q2 2026.
152 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2026.

Based on Legacy Solutions LLC's 13F filing for Q3 2026, filed 7 Oct 2026.