AFS
Axiom Financial Strategies’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-152,998
| Closed | -$7.2M | – | 36 |
|
|
2023
Q2 | $7.2M | Buy |
152,998
+1,441
| +1% | +$67.8K | 4.13% | 10 |
|
|
2023
Q1 | $7.21M | Sell |
151,557
-4,678
| -3% | -$222K | 4.01% | 8 |
|
|
2022
Q4 | $7.34M | Sell |
156,235
-6,284
| -4% | -$295K | 4.61% | 5 |
|
|
2022
Q3 | $7.49M | Buy |
162,519
+77,736
| +92% | +$3.58M | 3.98% | 6 |
|
|
2022
Q2 | $4.01M | Buy |
84,783
+598
| +0.7% | +$28.3K | 2.11% | 16 |
|
|
2022
Q1 | $3.93M | Buy |
84,185
+551
| +0.7% | +$25.7K | 1.98% | 17 |
|
|
2021
Q4 | $4.11M | Buy |
83,634
+23,340
| +39% | +$1.15M | 1.87% | 17 |
|
|
2021
Q3 | $2.98M | Buy |
60,294
+29,528
| +96% | +$1.46M | 1.4% | 21 |
|
|
2021
Q2 | $1.53M | Buy |
30,766
+176
| +0.6% | +$8.72K | 0.7% | 24 |
|
|
2021
Q1 | $1.52M | Sell |
30,590
-5,852
| -16% | -$290K | 0.74% | 22 |
|
|
2020
Q4 | $1.82M | Hold |
36,442
| – | – | 1.09% | 22 |
|
|
2020
Q3 | $1.82M | Sell |
36,442
-36,722
| -50% | -$1.83M | 1.09% | 22 |
|
|
2020
Q2 | $3.65M | Buy |
73,164
+11,260
| +18% | +$562K | 2.38% | 15 |
|
|
2020
Q1 | $3.03M | Buy |
+61,904
| New | +$3.03M | 2.45% | 13 |
|