Bartlett & Co Wealth Management’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 | $325K | Sell |
6,800
-471
| -6% | -$22.5K | ﹤0.01% | 383 |
|
|
2025
Q1 | $346K | Hold |
7,271
| – | – | 0.01% | 378 |
|
|
2024
Q4 | $345K | Hold |
7,271
| – | – | 0.01% | 376 |
|
|
2024
Q3 | $350K | Sell |
7,271
-415
| -5% | -$20K | 0.01% | 379 |
|
|
2024
Q2 | $363K | Hold |
7,686
| – | – | 0.01% | 363 |
|
|
2024
Q1 | $365K | Hold |
7,686
| – | – | 0.01% | 373 |
|
|
2023
Q4 | $368K | Hold |
7,686
| – | – | 0.01% | 386 |
|
|
2023
Q3 | $355K | Sell |
7,686
-29
| -0.4% | -$1.34K | 0.01% | 375 |
|
|
2023
Q2 | $363K | Hold |
7,715
| – | – | 0.01% | 382 |
|
|
2023
Q1 | $367K | Hold |
7,715
| – | – | 0.01% | 314 |
|
|
2022
Q4 | $362K | Buy |
7,715
+6,800
| +743% | +$319K | 0.01% | 320 |
|
|
2022
Q3 | $42.2K | Hold |
915
| – | – | ﹤0.01% | 588 |
|
|
2022
Q2 | $43.2K | Hold |
915
| – | – | ﹤0.01% | 592 |
|
|
2022
Q1 | $43.3K | Buy |
+915
| New | +$43.3K | ﹤0.01% | 605 |
|
|
2021
Q4 | – | Sell |
-915
| Closed | -$45.2K | – | 796 |
|
|
2021
Q3 | $45.2K | Sell |
915
-85
| -9% | -$4.2K | ﹤0.01% | 523 |
|
|
2021
Q2 | $49.6K | Hold |
1,000
| – | – | ﹤0.01% | 514 |
|
|
2021
Q1 | $49.6K | Hold |
1,000
| – | – | ﹤0.01% | 541 |
|
|
2020
Q4 | $49.8K | Sell |
1,000
-400
| -29% | -$19.9K | ﹤0.01% | 527 |
|
|
2020
Q3 | $69.8K | Sell |
1,400
-60
| -4% | -$2.99K | ﹤0.01% | 441 |
|
|
2020
Q2 | $72.8K | Sell |
1,460
-975
| -40% | -$48.6K | ﹤0.01% | 432 |
|
|
2020
Q1 | $119K | Buy |
2,435
+975
| +67% | +$47.7K | ﹤0.01% | 345 |
|
|
2019
Q4 | $71.7K | Hold |
1,460
| – | – | ﹤0.01% | 465 |
|
|
2019
Q3 | $71.5K | Sell |
1,460
-1,787
| -55% | -$87.5K | ﹤0.01% | 447 |
|
|
2019
Q2 | $159K | Hold |
3,247
| – | – | 0.01% | 274 |
|
|
2019
Q1 | $157K | Hold |
3,247
| – | – | 0.01% | 270 |
|
|
2018
Q4 | $156K | Hold |
3,247
| – | – | 0.01% | 265 |
|
|
2018
Q3 | $155K | Hold |
3,247
| – | – | 0.01% | 282 |
|
|
2018
Q2 | $156K | Hold |
3,247
| – | – | 0.01% | 279 |
|
|
2018
Q1 | $155K | Buy |
+3,247
| New | +$155K | 0.01% | 277 |
|