Ackerman Capital 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 | $1.62M | Buy |
33,973
+12,406
| +58% | +$593K | 0.38% | 37 |
|
|
2025
Q1 | $1.03M | Buy |
21,567
+398
| +2% | +$18.9K | 0.27% | 45 |
|
|
2024
Q4 | $1M | Buy |
21,169
+2,498
| +13% | +$118K | 0.26% | 47 |
|
|
2024
Q3 | $899K | Sell |
18,671
-4,923
| -21% | -$237K | 0.23% | 49 |
|
|
2024
Q2 | $1.11M | Buy |
23,594
+429
| +2% | +$20.2K | 0.3% | 46 |
|
|
2024
Q1 | $1.1M | Sell |
23,165
-3,663
| -14% | -$174K | 0.3% | 49 |
|
|
2023
Q4 | $1.28M | Sell |
26,828
-305,286
| -92% | -$14.6M | 0.36% | 44 |
|
|
2023
Q3 | $15.4M | Sell |
332,114
-15,445
| -4% | -$714K | 4.28% | 6 |
|
|
2023
Q2 | $16.4M | Buy |
347,559
+8,169
| +2% | +$384K | 4.24% | 4 |
|
|
2023
Q1 | $16.1M | Buy |
339,390
+13,099
| +4% | +$623K | 4.18% | 4 |
|
|
2022
Q4 | $15.3M | Buy |
326,291
+31,684
| +11% | +$1.49M | 4.12% | 5 |
|
|
2022
Q3 | $13.6M | Buy |
294,607
+33,360
| +13% | +$1.54M | 3.86% | 7 |
|
|
2022
Q2 | $12.3M | Buy |
+261,247
| New | +$12.3M | 3.32% | 7 |
|
|
2022
Q1 | – | Sell |
-117,114
| Closed | -$5.76M | – | 131 |
|
|
2021
Q4 | $5.76M | Buy |
117,114
+65,258
| +126% | +$3.21M | 1.32% | 20 |
|
|
2021
Q3 | $2.56M | Sell |
51,856
-5,364
| -9% | -$265K | 0.59% | 25 |
|
|
2021
Q2 | $2.84M | Buy |
57,220
+35,540
| +164% | +$1.76M | 0.66% | 23 |
|
|
2021
Q1 | $1.07M | Sell |
21,680
-60,810
| -74% | -$3.01M | 0.26% | 40 |
|
|
2020
Q4 | $4.11M | Sell |
82,490
-19,745
| -19% | -$983K | 1.04% | 21 |
|
|
2020
Q3 | $5.1M | Buy |
102,235
+19,679
| +24% | +$981K | 1.42% | 19 |
|
|
2020
Q2 | $4.12M | Buy |
82,556
+45,514
| +123% | +$2.27M | 1.23% | 21 |
|
|
2020
Q1 | $1.81M | Buy |
37,042
+23,245
| +168% | +$1.14M | 0.71% | 24 |
|
|
2019
Q4 | $678K | Sell |
13,797
-1,323
| -9% | -$65K | 0.2% | 64 |
|
|
2019
Q3 | $741K | Buy |
15,120
+589
| +4% | +$28.9K | 0.26% | 54 |
|
|
2019
Q2 | $711 | Sell |
14,531
-134
| -0.9% | -$7 | ﹤0.01% | 93 |
|
|
2019
Q1 | $711 | Sell |
14,665
-60
| -0.4% | -$3 | ﹤0.01% | 93 |
|
|
2018
Q4 | $708 | Buy |
+14,725
| New | +$708 | 0.05% | 92 |
|