LPL Financial
SHM icon

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
Q2 		$56.1M Buy
1,170,165
+281,560
+32% +$13.5M 0.01% 951
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

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Mercer Global Advisors
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

LPL Financial's SHM Position: Q2 2026 in Review

LPL Financial increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 32% in Q2 2026, buying an estimated $13.5M and bringing the position to 1,170,165 shares worth $56.1M. The position accounts for 0.01% of the portfolio, ranked #951.

LPL Financial first reported a position in SHM in Q2 2013 and has held it in 53 quarters since. The position peaked at $57.1M in Q2 2021. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • LPL Financial held 1,170,165 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $56.1M as of Q2 2026.
  • LPL Financial bought 281,560 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $13.5M.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #951 holding.
  • LPL Financial first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2013 and has held it in 53 quarters since.
  • LPL Financial's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $57.1M in Q2 2021.
  • 396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.