Benjamin Edwards Inc’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.45M | Buy |
113,856
+2,809
| +3% | +$134K | 0.07% | 259 |
|
|
2025
Q1 | $5.29M | Buy |
111,047
+3,119
| +3% | +$148K | 0.07% | 250 |
|
|
2024
Q4 | $5.11M | Sell |
107,928
-16,220
| -13% | -$769K | 0.07% | 258 |
|
|
2024
Q3 | $5.98M | Buy |
124,148
+123,004
| +10,752% | +$5.92M | 0.09% | 240 |
|
|
2024
Q2 | $54K | Buy |
1,144
+248
| +28% | +$11.7K | 0.01% | 488 |
|
|
2024
Q1 | $43K | Buy |
+896
| New | +$43K | 0.01% | 505 |
|
|
2023
Q1 | – | Sell |
-1,459
| Closed | -$69K | – | 746 |
|
|
2022
Q4 | $69K | Buy |
+1,459
| New | +$69K | 0.02% | 391 |
|