Arax Advisory Partners’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 | $825K | Buy |
17,253
+8,211
| +91% | +$393K | 0.04% | 283 |
|
|
2025
Q1 | $430K | Buy |
9,042
+51
| +0.6% | +$2.43K | 0.03% | 350 |
|
|
2024
Q4 | $426K | Buy |
8,991
+2,359
| +36% | +$112K | 0.03% | 331 |
|
|
2024
Q3 | $319K | Buy |
6,632
+117
| +2% | +$5.63K | 0.03% | 268 |
|
|
2024
Q2 | $307K | Sell |
6,515
-72
| -1% | -$3.4K | 0.03% | 263 |
|
|
2024
Q1 | $312K | Buy |
6,587
+15
| +0.2% | +$712 | 0.03% | 240 |
|
|
2023
Q4 | $314K | Buy |
6,572
+1,735
| +36% | +$82.9K | 0.04% | 223 |
|
|
2023
Q3 | $224K | Sell |
4,837
-164
| -3% | -$7.58K | 0.03% | 239 |
|
|
2023
Q2 | $235K | Sell |
5,001
-102
| -2% | -$4.8K | 0.03% | 221 |
|
|
2023
Q1 | $243K | Buy |
5,103
+415
| +9% | +$19.7K | 0.03% | 211 |
|
|
2022
Q4 | $220K | Buy |
4,688
+759
| +19% | +$35.7K | 0.03% | 208 |
|
|
2022
Q3 | $181K | Buy |
3,929
+293
| +8% | +$13.5K | 0.03% | 221 |
|
|
2022
Q2 | $172K | Sell |
3,636
-917
| -20% | -$43.4K | 0.03% | 232 |
|
|
2022
Q1 | $215K | Sell |
4,553
-17,305
| -79% | -$817K | 0.03% | 232 |
|
|
2021
Q4 | $1.08M | Sell |
21,858
-161
| -0.7% | -$7.92K | 0.14% | 69 |
|
|
2021
Q3 | $1.09M | Sell |
22,019
-2,078
| -9% | -$103K | 0.15% | 64 |
|
|
2021
Q2 | $1.19M | Buy |
+24,097
| New | +$1.19M | 0.16% | 61 |
|
|
2020
Q4 | $4.25M | Buy |
85,356
+745
| +0.9% | +$37.1K | 0.63% | 33 |
|
|
2020
Q3 | $4.22M | Buy |
84,611
+14,635
| +21% | +$730K | 0.71% | 31 |
|
|
2020
Q2 | $3.49M | Sell |
69,976
-7,237
| -9% | -$361K | 0.62% | 36 |
|
|
2020
Q1 | $3.78M | Buy |
77,213
+36,122
| +88% | +$1.77M | 0.87% | 26 |
|
|
2019
Q4 | $2.02M | Buy |
41,091
+3,608
| +10% | +$177K | 0.58% | 28 |
|
|
2019
Q3 | $1.84M | Buy |
+37,483
| New | +$1.84M | 0.55% | 27 |
|
|
2017
Q4 | – | Sell |
-1,421
| Closed | -$69K | – | 469 |
|
|
2017
Q3 | $69K | Buy |
1,421
+3
| +0.2% | +$146 | 0.03% | 180 |
|
|
2017
Q2 | $69K | Buy |
1,418
+4
| +0.3% | +$195 | 0.03% | 191 |
|
|
2017
Q1 | $68K | Sell |
1,414
-81
| -5% | -$3.9K | 0.03% | 168 |
|
|
2016
Q4 | $72K | Buy |
+1,495
| New | +$72K | 0.04% | 138 |
|