Ironwood Wealth Management (Arizona)’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Ironwood Wealth Management (Arizona)’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
2025 Q1	–	Sell	-17,616	Closed	-$835K	–	43
2024 Q4	$835K	Hold	17,616	–	–	0.26%	25
2024 Q3	$848K	Hold	17,616	–	–	0.26%	26
2024 Q2	$831K	Hold	17,616	–	–	0.27%	27
2024 Q1	$836K	Sell	17,616 -264	-1%	-$12.6K	0.27%	26
2023 Q4	$854K	Sell	17,880 -39,222	-69%	-$1.84M	0.29%	27
2023 Q3	$2.64M	Sell	57,102 -46,441	-45%	-$2.17M	1.08%	22
2023 Q2	$4.87M	Buy	103,543 +2,427	+2%	+$114K	1.81%	13
2023 Q1	$4.81M	Buy	101,116 +7,805	+8%	+$369K	1.9%	12
2022 Q4	$4.38M	Sell	93,311 -76,477	-45%	-$3.56M	1.83%	14
2022 Q3	$8.02M	Hold	169,788	–	–	3.59%	9
2022 Q2	$8.02M	Buy	169,788 +79,582	+88%	+$3.74M	3.59%	9
2022 Q1	$4.27M	Buy	90,206 +23,265	+35%	+$1.12M	1.75%	14
2021 Q4	$3.29M	Sell	66,941 -2,341	-3%	-$115K	1.44%	11
2021 Q3	$3.42M	Buy	69,282 +21,541	+45%	+$1.07M	1.61%	11
2021 Q2	$2.37M	Buy	47,741 +11,493	+32%	+$570K	1.36%	11
2021 Q1	$1.8M	Buy	36,248 +20,119	+125%	+$999K	1.15%	13
2020 Q4	$803K	Buy	+16,129	New	+$803K	0.5%	21
2020 Q2	–	Sell	-13,673	Closed	-$669K	–	49
2020 Q1	$669K	Sell	13,673 -525	-4%	-$25.7K	0.56%	21
2019 Q4	$697K	Buy	14,198 +94	+0.7%	+$4.61K	0.49%	21
2019 Q3	$691K	Sell	14,104 -854	-6%	-$41.9K	0.52%	21
2019 Q2	$732K	Sell	14,958 -18,480	-55%	-$898K	0.56%	19
2019 Q1	$1.62M	Buy	33,438 +2,463	+8%	+$119K	1.38%	16
2018 Q4	$1.49M	Sell	30,975 -17,197	-36%	-$820K	1.44%	15
2018 Q3	$2.3M	Buy	48,172 +1,614	+3%	+$77.4K	2.03%	13
2018 Q2	$2.23M	Buy	+46,558	New	+$2.22M	2.09%	13
2017 Q3	$2.18M	Buy	+44,818	New	+$2.19M	2.04%	12

Other funds holding SHM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWA

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

Ironwood Wealth Management (Arizona)'s SHM Position: Q1 2025 in Review

Ironwood Wealth Management (Arizona) sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2025, closing a stake of 17,616 shares — an estimated $835K sold.

Ironwood Wealth Management (Arizona) first reported a position in SHM in Q3 2017 and held it in 26 quarters. The position peaked at $8.02M in Q3 2022. 408 funds tracked by Wall St. Rank hold SHM as of Q1 2025.

Ironwood Wealth Management (Arizona) reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
Ironwood Wealth Management (Arizona) sold 17,616 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2025, an estimated $835K.
Ironwood Wealth Management (Arizona) first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2017 and held it in 26 quarters.
Ironwood Wealth Management (Arizona)'s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $8.02M in Q3 2022.
408 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2025.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q1 2025, filed 25 Apr 2025.