Ascent Group’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 | $2.88M | Sell |
60,310
-8,963
| -13% | -$429K | 0.11% | 174 |
|
|
2025
Q1 | $3.3M | Buy |
69,273
+42,076
| +155% | +$2M | 0.14% | 158 |
|
|
2024
Q4 | $1.29M | Buy |
27,197
+11,669
| +75% | +$553K | 0.1% | 244 |
|
|
2024
Q3 | $748K | Buy |
15,528
+6,534
| +73% | +$315K | 0.06% | 321 |
|
|
2024
Q2 | $424K | Buy |
8,994
+1,475
| +20% | +$69.6K | 0.03% | 376 |
|
|
2024
Q1 | $357K | Buy |
7,519
+201
| +3% | +$9.54K | 0.03% | 407 |
|
|
2023
Q4 | $349K | Buy |
+7,318
| New | +$349K | 0.03% | 398 |
|