Auour Investments’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
Q1 | – | Sell |
-5,110
| Closed | -$244K | – | 83 |
|
|
2024
Q4 | $244K | Buy |
+5,110
| New | +$244K | 0.09% | 77 |
|
|
2024
Q3 | – | Sell |
-5,181
| Closed | -$244K | – | 82 |
|
|
2024
Q2 | $244K | Buy |
5,181
+181
| +4% | +$8.54K | 0.09% | 69 |
|
|
2024
Q1 | $237K | Sell |
5,000
-241
| -5% | -$11.4K | 0.09% | 71 |
|
|
2023
Q4 | $249K | Sell |
5,241
-1,153
| -18% | -$54.8K | 0.1% | 69 |
|
|
2023
Q3 | $296K | Buy |
6,394
+209
| +3% | +$9.69K | 0.13% | 63 |
|
|
2023
Q2 | $291K | Buy |
+6,185
| New | +$291K | 0.12% | 62 |
|