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

Strategic Blueprint’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 		$548K Buy
11,434
+2,592
+29% +$124K 0.03% 434
2026
Q1 		$423K Sell
8,842
-391
-4% -$18.8K 0.02% 445
2025
Q4 		$443K Sell
9,233
-350
-4% -$16.8K 0.03% 426
2025
Q3 		$462K Sell
9,583
-1,364
-12% -$65.6K 0.02% 495
2025
Q2 		$524K Buy
10,947
+1,458
+15% +$69.2K 0.03% 437
2025
Q1 		$452K Sell
9,489
-4,004
-30% -$191K 0.02% 445
2024
Q4 		$639K Buy
13,493
+718
+6% +$34.3K 0.04% 359
2024
Q3 		$615K Buy
12,775
+625
+5% +$29.8K 0.04% 357
2024
Q2 		$573K Sell
12,150
-2,253
-16% -$106K 0.04% 348
2024
Q1 		$683K Buy
14,403
+909
+7% +$43.3K 0.05% 319
2023
Q4 		$645K Sell
13,494
-3,108
-19% -$146K 0.05% 310
2023
Q3 		$767K Buy
16,602
+4,154
+33% +$195K 0.07% 263
2023
Q2 		$586K Buy
12,448
+2,658
+27% +$125K 0.06% 289
2023
Q1 		$466K Buy
+9,790
New +$462K 0.05% 321
2021
Q3 		– Sell
-2,603
Closed -$129K – 1154
2021
Q2 		$129K Buy
+2,603
New +$129K 0.02% 452

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

Strategic Blueprint's SHM Position: Q2 2026 in Review

Strategic Blueprint increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 29% in Q2 2026, buying an estimated $124K and bringing the position to 11,434 shares worth $548K. The position accounts for 0.03% of the portfolio, ranked #434.

Strategic Blueprint first reported a position in SHM in Q2 2021 and has held it in 15 quarters since. The position peaked at $767K in Q3 2023. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Strategic Blueprint held 11,434 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $548K as of Q2 2026.
  • Strategic Blueprint bought 2,592 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $124K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.03% of Strategic Blueprint's portfolio in Q2 2026, its #434 holding.
  • Strategic Blueprint first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2021 and has held it in 15 quarters since.
  • Strategic Blueprint's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $767K in Q3 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 Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.