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
2026 Q2	$35.1K	Buy	+731	New	+$35K	0.19%	77
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

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

LGT Financial Advisors's SHM Position: Q2 2026 in Review

LGT Financial Advisors opened a new position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2026: 731 shares worth $35.1K. The stake represents 0.19% of the portfolio and ranks #77 among its holdings. This is a return to the name: LGT Financial Advisors previously reported a position in SHM as recently as Q2 2025.

LGT Financial Advisors first reported a position in SHM in Q2 2023 and has held it in 9 quarters since. The position peaked at $53.6K in Q2 2023. 397 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

LGT Financial Advisors held 731 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $35.1K as of Q2 2026.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF was a new LGT Financial Advisors position in Q2 2026.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.19% of LGT Financial Advisors's portfolio in Q2 2026, its #77 holding.
LGT Financial Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2023 and has held it in 9 quarters since.
LGT Financial Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $53.6K in Q2 2023.
397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.