Agate Pass Investment 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
Q1 | – | Sell |
-6,610
| Closed | -$313K | – | 111 |
|
|
2024
Q4 | $313K | Sell |
6,610
-1,297
| -16% | -$61.5K | 0.14% | 96 |
|
|
2024
Q3 | $381K | Sell |
7,907
-1,498
| -16% | -$72.1K | 0.19% | 77 |
|
|
2024
Q2 | $444K | Buy |
9,405
+502
| +6% | +$23.7K | 0.24% | 74 |
|
|
2024
Q1 | $422K | Sell |
8,903
-3,399
| -28% | -$161K | 0.23% | 75 |
|
|
2023
Q4 | $588K | Buy |
+12,302
| New | +$588K | 0.34% | 68 |
|
|
2022
Q3 | – | Sell |
-4,650
| Closed | -$220K | – | 92 |
|
|
2022
Q2 | $220K | Buy |
+4,650
| New | +$220K | 0.15% | 90 |
|