1834 Investment Advisors’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $717K | Sell |
15,001
-3,795
| -20% | -$182K | 0.09% | 138 |
|
|
2025
Q1 | $895K | Sell |
18,796
-2,967
| -14% | -$141K | 0.12% | 119 |
|
|
2024
Q4 | $1.03M | Sell |
21,763
-7,630
| -26% | -$362K | 0.13% | 107 |
|
|
2024
Q3 | $1.41M | Hold |
29,393
| – | – | 0.16% | 99 |
|
|
2024
Q2 | $1.39M | Hold |
29,393
| – | – | 0.17% | 99 |
|
|
2024
Q1 | $1.39M | Sell |
29,393
-419
| -1% | -$19.9K | 0.17% | 96 |
|
|
2023
Q4 | $1.42M | Hold |
29,812
| – | – | 0.17% | 98 |
|
|
2023
Q3 | $1.38M | Sell |
29,812
-2,600
| -8% | -$120K | 0.17% | 107 |
|
|
2023
Q2 | $1.52M | Buy |
32,412
+89
| +0.3% | +$4.19K | 0.18% | 100 |
|
|
2023
Q1 | $1.54M | Buy |
32,323
+20,917
| +183% | +$995K | 0.18% | 103 |
|
|
2022
Q4 | $536K | Buy |
+11,406
| New | +$536K | 0.08% | 129 |
|
|
2022
Q3 | – | Sell |
-2,600
| Closed | -$123K | – | 408 |
|
|
2022
Q2 | $123K | Hold |
2,600
| – | – | 0.02% | 218 |
|
|
2022
Q1 | $123K | Hold |
2,600
| – | – | 0.02% | 209 |
|
|
2021
Q4 | $128K | Hold |
2,600
| – | – | 0.01% | 215 |
|
|
2021
Q3 | $128K | Hold |
2,600
| – | – | 0.02% | 219 |
|
|
2021
Q2 | $129K | Sell |
2,600
-300
| -10% | -$14.9K | 0.02% | 220 |
|
|
2021
Q1 | $144K | Hold |
2,900
| – | – | 0.02% | 219 |
|
|
2020
Q4 | $144K | Hold |
2,900
| – | – | 0.02% | 218 |
|
|
2020
Q3 | $145K | Hold |
2,900
| – | – | 0.02% | 207 |
|
|
2020
Q2 | $145K | Hold |
2,900
| – | – | 0.02% | 196 |
|
|
2020
Q1 | $142K | Hold |
2,900
| – | – | 0.03% | 199 |
|
|
2019
Q4 | $142K | Hold |
2,900
| – | – | 0.02% | 214 |
|
|
2019
Q3 | $142K | Hold |
2,900
| – | – | 0.02% | 217 |
|
|
2019
Q2 | $142K | Hold |
2,900
| – | – | 0.02% | 216 |
|
|
2019
Q1 | $141K | Hold |
2,900
| – | – | 0.02% | 215 |
|
|
2018
Q4 | $139K | Hold |
2,900
| – | – | 0.02% | 208 |
|
|
2018
Q3 | $138K | Hold |
2,900
| – | – | 0.02% | 219 |
|
|
2018
Q2 | $139K | Hold |
2,900
| – | – | 0.02% | 203 |
|
|
2018
Q1 | $139K | Hold |
2,900
| – | – | 0.02% | 195 |
|
|
2017
Q4 | $139K | Buy |
+2,900
| New | +$139K | 0.02% | 206 |
|
|
2017
Q2 | – | Sell |
-4,900
| Closed | -$237K | – | 184 |
|
|
2017
Q1 | $237K | Sell |
4,900
-2,000
| -29% | -$96.7K | 0.05% | 171 |
|
|
2016
Q4 | $331K | Hold |
6,900
| – | – | 0.07% | 145 |
|
|
2016
Q3 | $337K | Sell |
6,900
-9,000
| -57% | -$440K | 0.07% | 135 |
|
|
2016
Q2 | $780K | Sell |
15,900
-1,500
| -9% | -$73.6K | 0.17% | 105 |
|
|
2016
Q1 | $849K | Buy |
17,400
+2,000
| +13% | +$97.6K | 0.19% | 97 |
|
|
2015
Q4 | $750K | Sell |
15,400
-1,000
| -6% | -$48.7K | 0.18% | 104 |
|
|
2015
Q3 | $799K | Buy |
+16,400
| New | +$799K | 0.2% | 100 |
|