Bank of Montreal’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 | $3.39M | Sell |
70,835
-2,030
| -3% | -$97.1K | ﹤0.01% | 1209 |
|
|
2025
Q1 | $3.47M | Buy |
72,865
+16,887
| +30% | +$804K | ﹤0.01% | 1148 |
|
|
2024
Q4 | $2.65M | Buy |
55,978
+19,483
| +53% | +$923K | ﹤0.01% | 1273 |
|
|
2024
Q3 | $1.76M | Sell |
36,495
-282,749
| -89% | -$13.6M | ﹤0.01% | 1550 |
|
|
2024
Q2 | $15.1M | Buy |
319,244
+269,496
| +542% | +$12.7M | ﹤0.01% | 803 |
|
|
2024
Q1 | $2.36M | Sell |
49,748
-1,430
| -3% | -$67.9K | ﹤0.01% | 1370 |
|
|
2023
Q4 | $2.45M | Sell |
51,178
-26,786
| -34% | -$1.28M | ﹤0.01% | 1340 |
|
|
2023
Q3 | $3.65M | Buy |
77,964
+2,698
| +4% | +$126K | ﹤0.01% | 1200 |
|
|
2023
Q2 | $3.54M | Sell |
75,266
-15,714
| -17% | -$739K | ﹤0.01% | 1284 |
|
|
2023
Q1 | $4.33M | Sell |
90,980
-4,229
| -4% | -$201K | ﹤0.01% | 1173 |
|
|
2022
Q4 | $4.47M | Sell |
95,209
-16,109
| -14% | -$757K | ﹤0.01% | 1159 |
|
|
2022
Q3 | $5.23K | Sell |
111,318
-34,115
| -23% | -$1.6K | ﹤0.01% | 1121 |
|
|
2022
Q2 | $6.86K | Buy |
145,433
+14,582
| +11% | +$688 | ﹤0.01% | 1038 |
|
|
2022
Q1 | $6.21M | Sell |
130,851
-20,529
| -14% | -$974K | ﹤0.01% | 1131 |
|
|
2021
Q4 | $7.45M | Buy |
151,380
+11,000
| +8% | +$541K | ﹤0.01% | 1038 |
|
|
2021
Q3 | $6.94M | Sell |
140,380
-10,506
| -7% | -$519K | ﹤0.01% | 1354 |
|
|
2021
Q2 | $7.48M | Buy |
150,886
+139,203
| +1,192% | +$6.9M | ﹤0.01% | 1331 |
|
|
2021
Q1 | $579K | Sell |
11,683
-90,903
| -89% | -$4.51M | ﹤0.01% | 2221 |
|
|
2020
Q4 | $5.11M | Buy |
102,586
+1,906
| +2% | +$94.9K | ﹤0.01% | 1170 |
|
|
2020
Q3 | $5.02M | Sell |
100,680
-2,306
| -2% | -$115K | ﹤0.01% | 1062 |
|
|
2020
Q2 | $5.13M | Sell |
102,986
-78,137
| -43% | -$3.89M | ﹤0.01% | 1023 |
|
|
2020
Q1 | $8.74M | Buy |
181,123
+163,140
| +907% | +$7.87M | 0.01% | 694 |
|
|
2019
Q4 | $883K | Sell |
17,983
-228,602
| -93% | -$11.2M | ﹤0.01% | 1953 |
|
|
2019
Q3 | $12.1M | Sell |
246,585
-159,834
| -39% | -$7.83M | 0.01% | 725 |
|
|
2019
Q2 | $19.9M | Sell |
406,419
-20,196
| -5% | -$988K | 0.02% | 595 |
|
|
2019
Q1 | $20.7M | Sell |
426,615
-96,147
| -18% | -$4.66M | 0.02% | 557 |
|
|
2018
Q4 | $25.1M | Buy |
522,762
+397,615
| +318% | +$19.1M | 0.02% | 470 |
|
|
2018
Q3 | $5.97M | Sell |
125,147
-221,702
| -64% | -$10.6M | ﹤0.01% | 1019 |
|
|
2018
Q2 | $16.6M | Buy |
346,849
+198,590
| +134% | +$9.53M | 0.01% | 646 |
|
|
2018
Q1 | $7.09M | Sell |
148,259
-35,219
| -19% | -$1.68M | 0.01% | 940 |
|
|
2017
Q4 | $8.79M | Buy |
183,478
+23,911
| +15% | +$1.15M | 0.01% | 860 |
|
|
2017
Q3 | $7.75M | Sell |
159,567
-15,524
| -9% | -$754K | 0.01% | 915 |
|
|
2017
Q2 | $8.49M | Sell |
175,091
-16,534
| -9% | -$802K | 0.01% | 875 |
|
|
2017
Q1 | $9.28M | Sell |
191,625
-302,946
| -61% | -$14.7M | 0.01% | 798 |
|
|
2016
Q4 | $23.6M | Sell |
494,571
-18,230
| -4% | -$871K | 0.02% | 470 |
|
|
2016
Q3 | $25M | Buy |
512,801
+295,031
| +135% | +$14.4M | 0.03% | 463 |
|
|
2016
Q2 | $10.7M | Sell |
217,770
-85,296
| -28% | -$4.19M | 0.01% | 723 |
|
|
2016
Q1 | $14.8M | Buy |
303,066
+9,684
| +3% | +$473K | 0.02% | 565 |
|
|
2015
Q4 | $14.3M | Buy |
293,382
+14,275
| +5% | +$695K | 0.02% | 586 |
|
|
2015
Q3 | $13.6M | Buy |
279,107
+46,324
| +20% | +$2.26M | 0.02% | 569 |
|
|
2015
Q2 | $11.3M | Buy |
232,783
+9,538
| +4% | +$463K | 0.01% | 704 |
|
|
2015
Q1 | $10.9M | Buy |
223,245
+5,643
| +3% | +$274K | 0.01% | 732 |
|
|
2014
Q4 | $10.6M | Buy |
217,602
+34,514
| +19% | +$1.68M | 0.01% | 705 |
|
|
2014
Q3 | $8.94M | Buy |
183,088
+8,197
| +5% | +$400K | 0.01% | 736 |
|
|
2014
Q2 | $8.51M | Sell |
174,891
-172,873
| -50% | -$8.41M | 0.01% | 757 |
|
|
2014
Q1 | $16.9M | Sell |
347,764
-1,690
| -0.5% | -$82K | 0.02% | 425 |
|
|
2013
Q4 | $17M | Buy |
349,454
+10,886
| +3% | +$529K | 0.02% | 417 |
|
|
2013
Q3 | $16.4M | Sell |
338,568
-9,108
| -3% | -$441K | 0.03% | 367 |
|
|
2013
Q2 | $16.6M | Buy |
+347,676
| New | +$16.6M | 0.03% | 345 |
|