LFA
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LGT Financial Advisors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

LGT Financial 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
2025
Q3 		– Sell
-7
Closed -$335 – 602
2025
Q2 		$335 Buy
+7
New +$332 ﹤0.01% 458
2025
Q1 		– Sell
-87
Closed -$4.13K – 654
2024
Q4 		$4.13K Buy
87
+1
+1% +$48 0.01% 581
2024
Q3 		$4.16K Hold
86
– – 0.01% 567
2024
Q2 		$4.06K Sell
86
-37
-30% -$1.75K 0.01% 629
2024
Q1 		$5.82K Buy
123
+1
+0.8% +$48 0.01% 597
2023
Q4 		$5.85K Sell
122
-23
-16% -$1.08K 0.01% 602
2023
Q3 		$6.7K Sell
145
-994
-87% -$46.6K 0.01% 560
2023
Q2 		$53.6K Buy
+1,139
New +$53.6K 0.06% 162

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