Matthew Hamilton Rosenberg’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Matthew Hamilton Rosenberg’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 Q3	$935K	Buy	20,035 +13,483	+206%	+$641K	0.17%	66
2026 Q2	$314K	Hold	6,552	–	–	0.06%	156
2026 Q1	$313K	Hold	6,552	–	–	0.06%	142
2025 Q4	$314K	Hold	6,552	–	–	0.07%	142
2025 Q3	$316K	Hold	6,552	–	–	0.07%	140
2025 Q2	$313K	Hold	6,552	–	–	0.07%	138
2025 Q1	$312K	Hold	6,552	–	–	0.08%	122
2024 Q4	$310K	Hold	6,552	–	–	0.08%	120
2024 Q3	$315K	Hold	6,552	–	–	0.08%	125
2024 Q2	$308K	Hold	6,552	–	–	0.09%	118
2024 Q1	$310K	Hold	6,552	–	–	0.09%	114
2023 Q4	$313K	Sell	6,552 -639	-9%	-$30K	0.1%	109
2023 Q3	$332K	Hold	7,191	–	–	0.11%	96
2023 Q2	$338K	Sell	7,191 -1	-0%	-$47	0.11%	98
2023 Q1	$342K	Hold	7,192	–	–	0.11%	106
2022 Q4	$338K	Buy	7,192 +6,553	+1,026%	+$305K	0.11%	111
2022 Q3	$29K	Hold	639	–	–	0.01%	539
2022 Q2	$30K	Buy	639 +1	+0.2%	+$47	0.01%	541
2022 Q1	$30K	Sell	638 -1	-0.2%	-$48	0.01%	522
2021 Q4	$31K	Hold	639	–	–	0.01%	483
2021 Q3	$32K	Hold	639	–	–	0.01%	456
2021 Q2	$32K	Hold	639	–	–	0.02%	425
2021 Q1	$32K	Sell	639 -538	-46%	-$26.7K	0.02%	388
2020 Q4	$59K	Buy	1,177 +665	+130%	+$33.1K	0.04%	313
2020 Q3	$26K	Hold	512	–	–	0.02%	372
2020 Q2	$26K	Sell	512 -512	-50%	-$25.3K	0.02%	390
2020 Q1	$51K	Buy	+1,024	New	+$50.1K	0.05%	254

Other funds holding SHM

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

MWM

McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Matthew Hamilton Rosenberg's SHM Position: Q3 2026 in Review

Matthew Hamilton Rosenberg increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 206% in Q3 2026, buying an estimated $641K and bringing the position to 20,035 shares worth $935K. The position accounts for 0.17% of the portfolio, ranked #66.

Matthew Hamilton Rosenberg first reported a position in SHM in Q1 2020 and has held it in 27 quarters since. 26 funds tracked by Wall St. Rank hold SHM as of Q3 2026.

Matthew Hamilton Rosenberg held 20,035 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $935K as of Q3 2026.
Matthew Hamilton Rosenberg bought 13,483 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2026, an estimated $641K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.17% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #66 holding.
Matthew Hamilton Rosenberg first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2020 and has held it in 27 quarters since.
26 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.