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
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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $173B AUM 20.72% 1-Year Est. Return

CCWA

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

Rockland Trust's SHM Position: Q4 2024 in Review

Rockland Trust sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2024, closing a stake of 4,687 shares — an estimated $226K sold.

Rockland Trust first reported a position in SHM in Q1 2019 and held it in 11 quarters. The position peaked at $3.2M in Q4 2022. 406 funds tracked by Wall St. Rank hold SHM as of Q4 2024.

Rockland Trust reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
Rockland Trust sold 4,687 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2024, an estimated $226K.
Rockland Trust first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2019 and held it in 11 quarters.
Rockland Trust's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $3.2M in Q4 2022.
406 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2024.

Based on Rockland Trust's 13F filing for Q4 2024, filed 14 Jan 2025.