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Blue Trust Inc’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Blue Trust Inc’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 		$105K Buy
2,194
+48
+2% +$2.3K ﹤0.01% 1025
2026
Q1 		$103K Buy
2,146
+1,159
+117% +$55.9K ﹤0.01% 1015
2025
Q4 		$47.4K Sell
987
-9
-0.9% -$432 ﹤0.01% 1390
2025
Q3 		$48K Buy
996
+29
+3% +$1.4K ﹤0.01% 1431
2025
Q2 		$46.3K Buy
967
+901
+1,365% +$42.7K ﹤0.01% 1475
2025
Q1 		$3.14K Sell
66
-2
-3% -$95 ﹤0.01% 2168
2024
Q4 		$3.22K Sell
68
-114
-63% -$5.44K ﹤0.01% 2161
2024
Q3 		$8.59K Buy
182
+81
+80% +$3.87K ﹤0.01% 2243
2024
Q2 		$4.79K Hold
101
– – ﹤0.01% 2214
2024
Q1 		$4.79K Sell
101
-50
-33% -$2.38K ﹤0.01% 1651
2023
Q4 		$7K Sell
151
-863
-85% -$40.5K ﹤0.01% 1723
2023
Q3 		$48K Sell
1,014
-1,959
-66% -$91.7K ﹤0.01% 862
2023
Q2 		$141K Buy
2,973
+1,941
+188% +$91.4K ﹤0.01% 434
2023
Q1 		$49K Hold
1,032
– – ﹤0.01% 1044
2022
Q4 		$48K Sell
1,032
-1
-0.1% -$47 ﹤0.01% 938
2022
Q3 		$49K Buy
1,033
+1,013
+5,065% +$47.8K ﹤0.01% 761
2022
Q2 		$1K Buy
+20
New +$939 ﹤0.01% 1829

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

Blue Trust Inc's SHM Position: Q2 2026 in Review

Blue Trust Inc increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 2.2% in Q2 2026, buying an estimated $2.3K and bringing the position to 2,194 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #1025.

Blue Trust Inc first reported a position in SHM in Q2 2022 and has held it in 17 quarters since. The position peaked at $141K in Q2 2023. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Blue Trust Inc held 2,194 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $105K as of Q2 2026.
  • Blue Trust Inc bought 48 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $2.3K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1025 holding.
  • Blue Trust Inc first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $141K in Q2 2023.
  • 396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.