BFSG LLC’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $99.6K | Sell |
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|
2025
Q2 | $147K | Hold |
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|
2025
Q1 | $146K | Sell |
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|
2024
Q4 | $145K | Hold |
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|
2024
Q3 | $148K | Hold |
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|
2024
Q2 | $145K | Sell |
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|
2024
Q1 | $166K | Buy |
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|
2023
Q4 | $165K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $336K | Sell |
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|
2022
Q3 | $357K | Buy |
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|
2022
Q2 | $366K | Hold |
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|
2022
Q1 | $366K | Sell |
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|
2021
Q4 | $411K | Hold |
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|
2021
Q3 | $412K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $414K | Hold |
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|
2020
Q4 | $416K | Hold |
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|
2020
Q3 | $416K | Sell |
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|
2020
Q2 | $501K | Sell |
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|
2020
Q1 | $550K | Hold |
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|
2019
Q4 | $553K | Sell |
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|
2019
Q3 | $571K | Sell |
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|
2019
Q2 | $736K | Buy |
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|
2019
Q1 | $609K | Buy |
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|
2018
Q4 | $310K | Sell |
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|
2018
Q3 | $573K | Hold |
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|
2018
Q2 | $577K | Hold |
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|
2018
Q1 | $575K | Buy |
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|
2017
Q4 | $537K | Hold |
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|
2017
Q3 | $545K | Buy |
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|
2017
Q2 | $539K | Sell |
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|
2017
Q1 | $869K | Buy |
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