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

Rockland Trust’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 		$461K Buy
+9,875
New +$469K 0.02% 230
2024
Q4 		– Sell
-4,687
Closed -$226K – 295
2024
Q3 		$226K Sell
4,687
-648
-12% -$30.9K 0.01% 264
2024
Q2 		$252K Sell
5,335
-580
-10% -$27.3K 0.01% 263
2024
Q1 		$281K Sell
5,915
-22,323
-79% -$1.06M 0.01% 253
2023
Q4 		$1.35M Buy
28,238
+15,479
+121% +$726K 0.07% 125
2023
Q3 		$590K Sell
12,759
-14,093
-52% -$660K 0.04% 180
2023
Q2 		$1.26M Buy
26,852
+7,909
+42% +$372K 0.08% 123
2023
Q1 		$901K Sell
18,943
-49,165
-72% -$2.32M 0.06% 148
2022
Q4 		$3.2M Buy
68,108
+43,410
+176% +$2.02M 0.2% 86
2022
Q3 		$1.14M Buy
24,698
+10,580
+75% +$499K 0.08% 121
2022
Q2 		$667K Buy
+14,118
New +$663K 0.05% 161
2019
Q2 		– Sell
-5,600
Closed -$271K – 237
2019
Q1 		$271K Buy
+5,600
New +$270K 0.03% 200

Other funds holding SHM

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

Rockland Trust's SHM Position: Q3 2026 in Review

Rockland Trust opened a new position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2026: 9,875 shares worth $461K. The stake represents 0.02% of the portfolio and ranks #230 among its holdings. This is a return to the name: Rockland Trust previously reported a position in SHM as recently as Q3 2024.

Rockland Trust first reported a position in SHM in Q1 2019 and has held it in 12 quarters since. The position peaked at $3.2M in Q4 2022. 26 funds tracked by Wall St. Rank hold SHM as of Q3 2026.

  • Rockland Trust held 9,875 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $461K as of Q3 2026.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF was a new Rockland Trust position in Q3 2026.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.02% of Rockland Trust's portfolio in Q3 2026, its #230 holding.
  • Rockland Trust first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2019 and has held it in 12 quarters since.
  • Rockland Trust's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $3.2M in Q4 2022.
  • 26 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2026.

Based on Rockland Trust's 13F filing for Q3 2026, filed 5 Oct 2026.