Belpointe Asset 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 | – | Sell |
-16,217
| Closed | -$772K | – | 1014 |
|
|
2025
Q1 | $772K | Buy |
+16,217
| New | +$772K | 0.04% | 412 |
|
|
2023
Q2 | – | Sell |
-1,480
| Closed | -$70.4K | – | 2893 |
|
|
2023
Q1 | $70.4K | Hold |
1,480
| – | – | ﹤0.01% | 1505 |
|
|
2022
Q4 | $69.5K | Sell |
1,480
-1,048
| -41% | -$49.2K | ﹤0.01% | 1441 |
|
|
2022
Q3 | $117K | Buy |
2,528
+285
| +13% | +$13.2K | 0.01% | 1087 |
|
|
2022
Q2 | $106K | Buy |
+2,243
| New | +$106K | 0.01% | 1094 |
|
|
2020
Q1 | – | Sell |
-2,077
| Closed | -$102K | – | 756 |
|
|
2019
Q4 | $102K | Sell |
2,077
-77
| -4% | -$3.78K | 0.01% | 773 |
|
|
2019
Q3 | $106K | Buy |
+2,154
| New | +$106K | 0.02% | 654 |
|
|
2019
Q1 | – | Sell |
-2,772
| Closed | -$133K | – | 545 |
|
|
2018
Q4 | $133K | Sell |
2,772
-1,085
| -28% | -$52.1K | 0.03% | 423 |
|
|
2018
Q3 | $184K | Buy |
+3,857
| New | +$184K | 0.03% | 475 |
|