Bragg Financial Advisors’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
Q2 | $2.12M | Buy |
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2025
Q1 | $1.51M | Sell |
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|
2024
Q4 | $2.39M | Sell |
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|
2024
Q3 | $2.55M | Buy |
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|
2024
Q2 | $1.74M | Sell |
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|
2024
Q1 | $1.84M | Hold |
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|
2023
Q4 | $1.85M | Sell |
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|
2023
Q3 | $2.68M | Buy |
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|
2023
Q2 | $1.64M | Buy |
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|
2023
Q1 | $1.46M | Sell |
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|
2022
Q4 | $2M | Sell |
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|
2022
Q3 | $2.27M | Sell |
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|
2022
Q2 | $3M | Sell |
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|
2022
Q1 | $3.36M | Sell |
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|
2021
Q4 | $4.33M | Hold |
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|
2021
Q3 | $4.33M | Sell |
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|
2021
Q2 | $5.6M | Sell |
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|
2021
Q1 | $5.78M | Sell |
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|
2020
Q4 | $6.17M | Buy |
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|
2020
Q3 | $5.2M | Sell |
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|
2020
Q2 | $7.45M | Buy |
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|
2020
Q1 | $4.7M | Buy |
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|
2019
Q4 | $3.59M | Buy |
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|
2019
Q3 | $2.45M | Buy |
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|
2019
Q2 | $2.25M | Buy |
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|
2019
Q1 | $1.47M | Sell |
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|
2018
Q4 | $2.43M | Buy |
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|
2018
Q3 | $1.94M | Sell |
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|
2018
Q2 | $2.33M | Buy |
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|
2018
Q1 | $2.09M | Sell |
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|
2017
Q4 | $2.53M | Buy |
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|
2017
Q3 | $2.1M | Buy |
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|
2017
Q2 | $1.24M | Sell |
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|
2017
Q1 | $1.48M | Buy |
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