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 Q2	$1.68M	Sell	34,955 -1,250	-3%	-$59.8K	0.19%	76
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 $1.55T 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

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

Blueprint Financial Advisors reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 3.5% in Q2 2026, selling an estimated $59.8K and leaving 34,955 shares worth $1.68M. The position accounts for 0.19% of the portfolio, ranked #76.

Blueprint Financial Advisors first reported a position in SHM in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.73M in Q1 2026. 397 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Blueprint Financial Advisors held 34,955 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.68M as of Q2 2026.
Blueprint Financial Advisors sold 1,250 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $59.8K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.19% of Blueprint Financial Advisors's portfolio in Q2 2026, its #76 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 5 quarters since.
Blueprint Financial Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.73M in Q1 2026.
397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Blueprint Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.