Apexium Financial’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 | $460K | Sell |
9,622
-70
| -0.7% | -$3.35K | 0.02% | 191 |
|
|
2025
Q1 | $461K | Sell |
9,692
-160
| -2% | -$7.62K | 0.03% | 180 |
|
|
2024
Q4 | $467K | Sell |
9,852
-1,705
| -15% | -$80.8K | 0.03% | 166 |
|
|
2024
Q3 | $556K | Sell |
11,557
-128
| -1% | -$6.16K | 0.04% | 137 |
|
|
2024
Q2 | $551K | Buy |
11,685
+138
| +1% | +$6.51K | 0.04% | 128 |
|
|
2024
Q1 | $548K | Sell |
11,547
-3,466
| -23% | -$164K | 0.04% | 128 |
|
|
2023
Q4 | $717K | Buy |
15,013
+3,844
| +34% | +$184K | 0.05% | 148 |
|
|
2023
Q3 | $516K | Sell |
11,169
-1,640
| -13% | -$75.8K | 0.05% | 128 |
|
|
2023
Q2 | $603K | Sell |
12,809
-8,049
| -39% | -$379K | 0.05% | 123 |
|
|
2023
Q1 | $992K | Hold |
20,858
| – | – | 0.1% | 86 |
|
|
2022
Q4 | $980K | Buy |
20,858
+6,554
| +46% | +$308K | 0.1% | 78 |
|
|
2022
Q3 | $659K | Buy |
+14,304
| New | +$659K | 0.08% | 99 |
|