Apollon 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 | $1.35M | Sell |
28,302
-19,362
| -41% | -$926K | 0.03% | 462 |
|
|
2025
Q1 | $2.27M | Sell |
47,664
-3,829
| -7% | -$182K | 0.05% | 301 |
|
|
2024
Q4 | $2.44M | Sell |
51,493
-11,593
| -18% | -$549K | 0.06% | 301 |
|
|
2024
Q3 | $3.04M | Sell |
63,086
-1,139
| -2% | -$54.8K | 0.09% | 218 |
|
|
2024
Q2 | $3.03M | Sell |
64,225
-19,246
| -23% | -$908K | 0.09% | 200 |
|
|
2024
Q1 | $3.96M | Sell |
83,471
-28,657
| -26% | -$1.36M | 0.12% | 147 |
|
|
2023
Q4 | $5.36M | Buy |
112,128
+92,828
| +481% | +$4.44M | 0.19% | 99 |
|
|
2023
Q3 | $892K | Buy |
19,300
+3,492
| +22% | +$161K | 0.04% | 388 |
|
|
2023
Q2 | $744K | Buy |
15,808
+1,002
| +7% | +$47.1K | 0.04% | 485 |
|
|
2023
Q1 | $704K | Sell |
14,806
-3,576
| -19% | -$170K | 0.04% | 423 |
|
|
2022
Q4 | $864K | Sell |
18,382
-6,343
| -26% | -$298K | 0.06% | 345 |
|
|
2022
Q3 | $1.14M | Sell |
24,725
-1,066
| -4% | -$49.2K | 0.09% | 222 |
|
|
2022
Q2 | $1.22M | Sell |
25,791
-35,773
| -58% | -$1.69M | 0.1% | 223 |
|
|
2022
Q1 | $2.91M | Buy |
61,564
+32,892
| +115% | +$1.56M | 0.21% | 106 |
|
|
2021
Q4 | $1.41M | Buy |
28,672
+19,104
| +200% | +$939K | 0.11% | 217 |
|
|
2021
Q3 | $473K | Buy |
+9,568
| New | +$473K | 0.06% | 282 |
|
|
2020
Q3 | – | Sell |
-88
| Closed | -$4K | – | 597 |
|
|
2020
Q2 | $4K | Buy |
+88
| New | +$4K | ﹤0.01% | 588 |
|
|
2019
Q3 | – | Sell |
-7,100
| Closed | -$347K | – | 101 |
|
|
2019
Q2 | $347K | Sell |
7,100
-1,030
| -13% | -$50.3K | 0.4% | 37 |
|
|
2019
Q1 | $394K | Sell |
8,130
-1,164
| -13% | -$56.4K | 0.52% | 33 |
|
|
2018
Q4 | $449K | Buy |
+9,294
| New | +$449K | 0.41% | 30 |
|