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

LPL Financial’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 Q1	$42.5M	Buy	888,605 +43,855	+5%	+$2.11M	0.01%	995
2025 Q4	$40.5M	Buy	844,750 +51,183	+6%	+$2.46M	0.01%	976
2025 Q3	$38.3M	Buy	793,567 +43,625	+6%	+$2.1M	0.01%	981
2025 Q2	$35.9M	Buy	749,942 +21,286	+3%	+$1.01M	0.01%	929
2025 Q1	$34.7M	Sell	728,656 -9,106	-1%	-$434K	0.01%	870
2024 Q4	$35M	Buy	737,762 +44,294	+6%	+$2.11M	0.01%	816
2024 Q3	$33.4M	Buy	693,468 +26,365	+4%	+$1.26M	0.01%	788
2024 Q2	$31.5M	Sell	667,103 -12,013	-2%	-$566K	0.02%	759
2024 Q1	$32.2M	Sell	679,116 -50,442	-7%	-$2.4M	0.02%	725
2023 Q4	$34.9M	Sell	729,558 -26,564	-4%	-$1.25M	0.02%	631
2023 Q3	$35M	Sell	756,122 -85,903	-10%	-$4.02M	0.02%	580
2023 Q2	$39.6M	Sell	842,025 -7,654	-0.9%	-$360K	0.03%	514
2023 Q1	$40.4M	Buy	849,679 +32,288	+4%	+$1.52M	0.03%	475
2022 Q4	$38.4M	Sell	817,391 -106,333	-12%	-$4.95M	0.03%	468
2022 Q3	$42.6M	Buy	923,724 +31,885	+4%	+$1.5M	0.04%	391
2022 Q2	$42.1M	Buy	891,839 +37,720	+4%	+$1.77M	0.04%	388
2022 Q1	$40.4M	Buy	854,119 +16,701	+2%	+$805K	0.03%	413
2021 Q4	$41.2M	Sell	837,418 -105,707	-11%	-$5.21M	0.03%	406
2021 Q3	$46.6M	Sell	943,125 -209,896	-18%	-$10.4M	0.04%	358
2021 Q2	$57.1M	Buy	1,153,021 +129,285	+13%	+$6.41M	0.06%	302
2021 Q1	$50.7M	Buy	1,023,736 +108,351	+12%	+$5.38M	0.06%	301
2020 Q4	$45.6M	Buy	915,385 +74,598	+9%	+$3.71M	0.06%	279
2020 Q3	$41.9M	Buy	840,787 +20,664	+3%	+$1.03M	0.07%	263
2020 Q2	$40.9M	Buy	820,123 +573,605	+233%	+$28.3M	0.07%	244
2020 Q1	$12.1M	Buy	246,518 +11,450	+5%	+$560K	0.03%	448
2019 Q4	$11.5M	Buy	235,068 +15,209	+7%	+$746K	0.02%	533
2019 Q3	$10.8M	Buy	219,859 +30,370	+16%	+$1.49M	0.02%	509
2019 Q2	$9.27M	Buy	189,489 +6,585	+4%	+$320K	0.02%	545
2019 Q1	$8.87M	Sell	182,904 -1,578	-0.9%	-$76.2K	0.02%	552
2018 Q4	$8.87M	Buy	184,482 +67	+0%	+$3.2K	0.02%	487
2018 Q3	$8.79M	Buy	184,415 +14,821	+9%	+$711K	0.02%	536
2018 Q2	$8.14M	Buy	169,594 +4,255	+3%	+$203K	0.02%	526
2018 Q1	$7.91M	Buy	165,339 +37,239	+29%	+$1.79M	0.02%	526
2017 Q4	$6.14M	Sell	128,100 -54,779	-30%	-$2.65M	0.02%	579
2017 Q3	$8.89M	Buy	182,879 +23,354	+15%	+$1.14M	0.03%	410
2017 Q2	$7.74M	Buy	159,525 +7,172	+5%	+$349K	0.03%	430
2017 Q1	$7.38M	Buy	152,353 +4,506	+3%	+$217K	0.05%	320
2016 Q4	$7.09M	Sell	147,847 -3,831	-3%	-$185K	0.05%	305
2016 Q3	$7.4M	Buy	151,678 +2,455	+2%	+$120K	0.07%	264
2016 Q2	$7.33M	Sell	149,223 -132,699	-47%	-$6.49M	0.06%	264
2016 Q1	$13.8M	Buy	281,922 +15,950	+6%	+$780K	0.04%	361
2015 Q4	$12.9M	Buy	265,972 +141,393	+113%	+$6.89M	0.04%	371
2015 Q3	$6.07M	Sell	124,579 -710	-0.6%	-$34.5K	0.03%	409
2015 Q2	$6.08M	Sell	125,289 -11,087	-8%	-$537K	0.03%	441
2015 Q1	$6.62M	Buy	136,376 +1,578	+1%	+$76.9K	0.03%	411
2014 Q4	$6.55M	Buy	134,798 +11,887	+10%	+$579K	0.04%	393
2014 Q3	$5.99M	Sell	122,911 -1,034	-0.8%	-$50.4K	0.04%	394
2014 Q2	$6.03M	Buy	123,945 +13,711	+12%	+$667K	0.04%	403
2014 Q1	$5.35M	Buy	110,234 +13,846	+14%	+$674K	0.03%	419
2013 Q4	$4.68M	Buy	96,388 +9,394	+11%	+$456K	0.03%	462
2013 Q3	$4.21M	Sell	86,994 -7,193	-8%	-$346K	0.03%	474
2013 Q2	$4.5M	Buy	+94,187	New	+$4.57M	0.03%	410