Blume Capital Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Blume Capital Management’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	$64.7K	Hold	1,348	–	–	0.01%	187
2026 Q1	$64.5K	Hold	1,348	–	–	0.01%	178
2025 Q4	$64.7K	Hold	1,348	–	–	0.01%	172
2025 Q3	$65K	Hold	1,348	–	–	0.01%	178
2025 Q2	$64.5K	Hold	1,348	–	–	0.01%	173
2025 Q1	$64.2K	Hold	1,348	–	–	0.01%	170
2024 Q4	$63.9K	Hold	1,348	–	–	0.01%	174
2024 Q3	$64.9K	Hold	1,348	–	–	0.01%	173
2024 Q2	$63.6K	Hold	1,348	–	–	0.02%	170
2024 Q1	$64K	Hold	1,348	–	–	0.02%	165
2023 Q4	$64.4K	Hold	1,348	–	–	0.02%	160
2023 Q3	$62.3K	Hold	1,348	–	–	0.02%	158
2023 Q2	$63.4K	Hold	1,348	–	–	0.02%	152
2023 Q1	$64.1K	Hold	1,348	–	–	0.02%	153
2022 Q4	$63.3K	Hold	1,348	–	–	0.02%	149
2022 Q3	$62K	Hold	1,348	–	–	0.02%	142
2022 Q2	$64K	Hold	1,348	–	–	0.03%	148
2022 Q1	$64K	Hold	1,348	–	–	0.02%	148
2021 Q4	$66K	Hold	1,348	–	–	0.02%	159
2021 Q3	$67K	Hold	1,348	–	–	0.02%	156
2021 Q2	$67K	Hold	1,348	–	–	0.02%	150
2021 Q1	$67K	Hold	1,348	–	–	0.03%	137
2020 Q4	$67K	Hold	1,348	–	–	0.03%	109
2020 Q3	$67K	Hold	1,348	–	–	0.03%	102
2020 Q2	$67K	Hold	1,348	–	–	0.04%	103
2020 Q1	$65K	Hold	1,348	–	–	0.04%	99
2019 Q4	$66K	Hold	1,348	–	–	0.03%	115
2019 Q3	$66K	Hold	1,348	–	–	0.03%	115
2019 Q2	$66K	Hold	1,348	–	–	0.03%	108
2019 Q1	$65K	Hold	1,348	–	–	0.03%	114
2018 Q4	$65K	Hold	1,348	–	–	0.04%	111
2018 Q3	$64K	Hold	1,348	–	–	0.03%	106
2018 Q2	$65K	Hold	1,348	–	–	0.04%	98
2018 Q1	$64K	Sell	1,348 -85	-6%	-$4.08K	0.04%	106
2017 Q4	$69K	Sell	1,433 -630	-31%	-$30.4K	0.04%	108
2017 Q3	$100K	Buy	+2,063	New	+$101K	0.05%	83

Other funds holding SHM

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Blume Capital Management's SHM Position: Q2 2026 in Review

Blume Capital Management held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q2 2026 at 1,348 shares worth $64.7K. The position accounts for 0.01% of the portfolio, ranked #187.

Blume Capital Management first reported a position in SHM in Q3 2017 and has held it in 36 quarters since. The position peaked at $100K in Q3 2017. 184 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Blume Capital Management held 1,348 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $64.7K as of Q2 2026.
Blume Capital Management left its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share count unchanged in Q2 2026.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of Blume Capital Management's portfolio in Q2 2026, its #187 holding.
Blume Capital Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2017 and has held it in 36 quarters since.
Blume Capital Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $100K in Q3 2017.
184 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Blume Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.