AE Wealth Management’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 | $1.45M | Buy |
30,336
+7,969
| +36% | +$381K | 0.01% | 622 |
|
|
2025
Q1 | $1.06M | Buy |
22,367
+2,816
| +14% | +$134K | 0.01% | 690 |
|
|
2024
Q4 | $927K | Buy |
19,551
+601
| +3% | +$28.5K | 0.01% | 717 |
|
|
2024
Q3 | $912K | Sell |
18,950
-1,200
| -6% | -$57.8K | 0.01% | 714 |
|
|
2024
Q2 | $951K | Sell |
20,150
-9,427
| -32% | -$445K | 0.01% | 712 |
|
|
2024
Q1 | $1.4M | Sell |
29,577
-31,464
| -52% | -$1.49M | 0.02% | 582 |
|
|
2023
Q4 | $2.9M | Sell |
61,041
-6,707
| -10% | -$319K | 0.01% | 776 |
|
|
2023
Q3 | $3.13M | Sell |
67,748
-798
| -1% | -$36.9K | 0.02% | 693 |
|
|
2023
Q2 | $3.23M | Buy |
68,546
+35,151
| +105% | +$1.65M | 0.02% | 683 |
|
|
2023
Q1 | $1.59M | Sell |
33,395
-20,524
| -38% | -$976K | 0.01% | 877 |
|
|
2022
Q4 | $2.53M | Sell |
53,919
-13,399
| -20% | -$629K | 0.02% | 664 |
|
|
2022
Q3 | $3.1M | Buy |
67,318
+52,145
| +344% | +$2.4M | 0.02% | 560 |
|
|
2022
Q2 | $717K | Sell |
15,173
-1,330
| -8% | -$62.8K | 0.01% | 1010 |
|
|
2022
Q1 | $781K | Buy |
16,503
+1,222
| +8% | +$57.8K | 0.01% | 1018 |
|
|
2021
Q4 | $752K | Sell |
15,281
-485
| -3% | -$23.9K | 0.01% | 1070 |
|
|
2021
Q3 | $779K | Buy |
15,766
+1,346
| +9% | +$66.5K | 0.01% | 956 |
|
|
2021
Q2 | $715K | Buy |
14,420
+1,185
| +9% | +$58.8K | 0.01% | 969 |
|
|
2021
Q1 | $656K | Buy |
13,235
+3,310
| +33% | +$164K | 0.01% | 906 |
|
|
2020
Q4 | $494K | Buy |
9,925
+904
| +10% | +$45K | 0.01% | 964 |
|
|
2020
Q3 | $450K | Buy |
9,021
+3,358
| +59% | +$168K | 0.01% | 909 |
|
|
2020
Q2 | $282K | Buy |
5,663
+76
| +1% | +$3.79K | ﹤0.01% | 1038 |
|
|
2020
Q1 | $273K | Sell |
5,587
-166
| -3% | -$8.11K | 0.01% | 900 |
|
|
2019
Q4 | $283K | Buy |
5,753
+249
| +5% | +$12.2K | 0.01% | 920 |
|
|
2019
Q3 | $270K | Sell |
5,504
-171
| -3% | -$8.39K | 0.01% | 822 |
|
|
2019
Q2 | $278K | Buy |
5,675
+23
| +0.4% | +$1.13K | 0.01% | 784 |
|
|
2019
Q1 | $274K | Sell |
5,652
-10
| -0.2% | -$485 | 0.02% | 491 |
|
|
2018
Q4 | $272K | Buy |
5,662
+10
| +0.2% | +$480 | 0.05% | 367 |
|
|
2018
Q3 | $270K | Buy |
5,652
+216
| +4% | +$10.3K | 0.01% | 476 |
|
|
2018
Q2 | $261K | Sell |
5,436
-689
| -11% | -$33.1K | 0.02% | 364 |
|
|
2018
Q1 | $293K | Hold |
6,125
| – | – | 0.02% | 331 |
|
|
2017
Q4 | $293K | Sell |
6,125
-3,600
| -37% | -$172K | 0.03% | 323 |
|
|
2017
Q3 | $473K | Hold |
9,725
| – | – | 0.04% | 241 |
|
|
2017
Q2 | $472K | Buy |
9,725
+649
| +7% | +$31.5K | 0.06% | 234 |
|
|
2017
Q1 | $440K | Buy |
+9,076
| New | +$440K | 0.08% | 183 |
|