Rockwood Wealth Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Rockwood Wealth Management’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	-42,850	Closed	-$2.06M	–	101
2024 Q3	$2.06M	Sell	42,850 -1,783	-4%	-$85.1K	0.23%	23
2024 Q2	$2.11M	Buy	44,633 +12,632	+39%	+$596K	0.26%	24
2024 Q1	$1.52M	Sell	32,001 -401	-1%	-$19.1K	0.2%	26
2023 Q4	$1.55M	Sell	32,402 -5,863	-15%	-$275K	0.23%	25
2023 Q3	$1.77M	Sell	38,265 -477	-1%	-$22.3K	0.3%	21
2023 Q2	$1.82M	Buy	38,742 +5,929	+18%	+$279K	0.31%	21
2023 Q1	$1.56M	Buy	32,813 +4,632	+16%	+$219K	0.31%	22
2022 Q4	$1.32M	Buy	+28,181	New	+$1.31M	0.31%	23
2022 Q3	–	Sell	-9,715	Closed	-$459K	–	77
2022 Q2	$459K	Sell	9,715 -6,567	-40%	-$308K	0.22%	37
2022 Q1	$771K	Sell	16,282 -189	-1%	-$9.11K	0.37%	25
2021 Q4	$810K	Buy	+16,471	New	+$811K	0.36%	30

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

Rockwood Wealth Management's SHM Position: Q4 2024 in Review

Rockwood Wealth Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2024, closing a stake of 42,850 shares — an estimated $2.06M sold.

Rockwood Wealth Management first reported a position in SHM in Q4 2021 and held it in 11 quarters. The position peaked at $2.11M in Q2 2024. 406 funds tracked by Wall St. Rank hold SHM as of Q4 2024.

Rockwood Wealth Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
Rockwood Wealth Management sold 42,850 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2024, an estimated $2.06M.
Rockwood Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2021 and held it in 11 quarters.
Rockwood Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.11M in Q2 2024.
406 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2024.

Based on Rockwood Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.