Aptus Capital Advisors’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 | $262K | Sell |
5,474
-87
| -2% | -$4.16K | ﹤0.01% | 850 |
|
|
2025
Q1 | $265K | Buy |
5,561
+55
| +1% | +$2.62K | ﹤0.01% | 800 |
|
|
2024
Q4 | $261K | Buy |
5,506
+2,396
| +77% | +$114K | ﹤0.01% | 805 |
|
|
2024
Q3 | $150K | Sell |
3,110
-752
| -19% | -$36.2K | ﹤0.01% | 798 |
|
|
2024
Q2 | $182K | Sell |
3,862
-5,407
| -58% | -$255K | ﹤0.01% | 740 |
|
|
2024
Q1 | $440K | Buy |
9,269
+7,657
| +475% | +$363K | 0.01% | 538 |
|
|
2023
Q4 | $77K | Buy |
1,612
+1,112
| +222% | +$53.1K | ﹤0.01% | 632 |
|
|
2023
Q3 | $23.1K | Hold |
500
| – | – | ﹤0.01% | 737 |
|
|
2023
Q2 | $23.5K | Buy |
+500
| New | +$23.5K | ﹤0.01% | 631 |
|