Apella Capital’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 | $5.78M | Sell |
120,925
-6,717
| -5% | -$321K | 0.16% | 103 |
|
|
2025
Q1 | $6M | Sell |
127,642
-20,388
| -14% | -$959K | 0.21% | 83 |
|
|
2024
Q4 | $7.02M | Sell |
148,030
-6,155
| -4% | -$292K | 0.27% | 63 |
|
|
2024
Q3 | $7.42M | Buy |
154,185
+10,097
| +7% | +$486K | 0.3% | 54 |
|
|
2024
Q2 | $6.81M | Sell |
144,088
-375
| -0.3% | -$17.7K | 0.3% | 52 |
|
|
2024
Q1 | $6.83M | Buy |
144,463
+4,364
| +3% | +$206K | 0.34% | 52 |
|
|
2023
Q4 | $6.7M | Buy |
140,099
+9,641
| +7% | +$461K | 0.37% | 52 |
|
|
2023
Q3 | $6.03M | Sell |
130,458
-17,639
| -12% | -$815K | 0.43% | 50 |
|
|
2023
Q2 | $6.97M | Buy |
+148,097
| New | +$6.97M | 0.5% | 44 |
|
|
2022
Q4 | $5.61M | Sell |
119,459
-6,563
| -5% | -$308K | 0.51% | 47 |
|
|
2022
Q3 | $5.81M | Buy |
126,022
+39,893
| +46% | +$1.84M | 0.68% | 37 |
|
|
2022
Q2 | $4.07M | Buy |
86,129
+23,439
| +37% | +$1.11M | 0.49% | 44 |
|
|
2022
Q1 | $2.97M | Sell |
62,690
-10,176
| -14% | -$482K | 0.42% | 45 |
|
|
2021
Q4 | $3.58M | Buy |
72,866
+2,637
| +4% | +$130K | 0.46% | 41 |
|
|
2021
Q3 | $3.47M | Buy |
70,229
+635
| +0.9% | +$31.4K | 0.5% | 43 |
|
|
2021
Q2 | $3.45M | Sell |
69,594
-7,210
| -9% | -$357K | 0.57% | 43 |
|
|
2021
Q1 | $3.81M | Sell |
76,804
-6,134
| -7% | -$304K | 1.2% | 27 |
|
|
2020
Q4 | $4.13M | Sell |
82,938
-1,723
| -2% | -$85.8K | 1.45% | 22 |
|
|
2020
Q3 | $4.22M | Buy |
84,661
+11,402
| +16% | +$569K | 1.7% | 17 |
|
|
2020
Q2 | $3.65M | Buy |
73,259
+5,214
| +8% | +$260K | 1.7% | 16 |
|
|
2020
Q1 | $3.33M | Buy |
+68,045
| New | +$3.33M | 1.94% | 12 |
|