Altus 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 | $496K | Sell |
10,379
-1,160
| -10% | -$55.5K | 0.24% | 19 |
|
|
2025
Q1 | $549K | Sell |
11,539
-9,079
| -44% | -$432K | 0.26% | 24 |
|
|
2024
Q4 | $977K | Buy |
20,618
+8,829
| +75% | +$418K | 0.44% | 19 |
|
|
2024
Q3 | $568K | Sell |
11,789
-100
| -0.8% | -$4.81K | 0.27% | 23 |
|
|
2024
Q2 | $561K | Sell |
11,889
-100
| -0.8% | -$4.72K | 0.27% | 25 |
|
|
2024
Q1 | $569K | Hold |
11,989
| – | – | 0.3% | 22 |
|
|
2023
Q4 | $573K | Hold |
11,989
| – | – | 0.34% | 18 |
|
|
2023
Q3 | $554K | Hold |
11,989
| – | – | 0.39% | 19 |
|
|
2023
Q2 | $564K | Hold |
11,989
| – | – | 0.45% | 13 |
|
|
2023
Q1 | $570K | Hold |
11,989
| – | – | 0.47% | 13 |
|
|
2022
Q4 | $563K | Hold |
11,989
| – | – | 0.5% | 13 |
|
|
2022
Q3 | $553K | Sell |
11,989
-2,171
| -15% | -$100K | 0.47% | 17 |
|
|
2022
Q2 | $669K | Sell |
14,160
-40,316
| -74% | -$1.9M | 0.52% | 15 |
|
|
2022
Q1 | $2.58M | Buy |
54,476
+2,512
| +5% | +$119K | 1.77% | 10 |
|
|
2021
Q4 | $2.56M | Hold |
51,964
| – | – | 1.52% | 10 |
|
|
2021
Q3 | $2.57M | Buy |
51,964
+4,600
| +10% | +$227K | 1.63% | 10 |
|
|
2021
Q2 | $2.35M | Buy |
47,364
+10,630
| +29% | +$527K | 1.51% | 11 |
|
|
2021
Q1 | $1.82M | Buy |
36,734
+6,300
| +21% | +$312K | 1.29% | 12 |
|
|
2020
Q4 | $1.52M | Buy |
30,434
+4,735
| +18% | +$236K | 1.18% | 11 |
|
|
2020
Q3 | $1.28M | Buy |
+25,699
| New | +$1.28M | 1.18% | 11 |
|