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

Blueprint 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 Q1	$1.73M	Buy	36,205 +12,490	+53%	+$602K	0.26%	59
2025 Q4	$1.14M	Buy	23,715 +3,030	+15%	+$145K	0.17%	70
2025 Q3	$997K	Hold	20,685	–	–	0.22%	70
2025 Q2	$989K	Buy	+20,685	New	+$981K	0.32%	49

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Blueprint Financial Advisors's SHM Position: Q1 2026 in Review

Blueprint Financial Advisors increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 53% in Q1 2026, buying an estimated $602K and bringing the position to 36,205 shares worth $1.73M. The position accounts for 0.26% of the portfolio, ranked #59.

Blueprint Financial Advisors first reported a position in SHM in Q2 2025 and has held it in 4 quarters since. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

Blueprint Financial Advisors held 36,205 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.73M as of Q1 2026.
Blueprint Financial Advisors bought 12,490 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $602K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.26% of Blueprint Financial Advisors's portfolio in Q1 2026, its #59 holding.
Blueprint Financial Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2025 and has held it in 4 quarters since.
394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Blueprint Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.