Bragg Financial Advisors’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 | $2.12M | Buy |
44,331
+12,695
| +40% | +$607K | 0.08% | 182 |
|
|
2025
Q1 | $1.51M | Sell |
31,636
-18,700
| -37% | -$890K | 0.06% | 188 |
|
|
2024
Q4 | $2.39M | Sell |
50,336
-2,695
| -5% | -$128K | 0.1% | 159 |
|
|
2024
Q3 | $2.55M | Buy |
53,031
+16,210
| +44% | +$780K | 0.11% | 160 |
|
|
2024
Q2 | $1.74M | Sell |
36,821
-1,981
| -5% | -$93.5K | 0.08% | 176 |
|
|
2024
Q1 | $1.84M | Hold |
38,802
| – | – | 0.08% | 173 |
|
|
2023
Q4 | $1.85M | Sell |
38,802
-19,070
| -33% | -$911K | 0.09% | 167 |
|
|
2023
Q3 | $2.68M | Buy |
57,872
+23,100
| +66% | +$1.07M | 0.14% | 142 |
|
|
2023
Q2 | $1.64M | Buy |
34,772
+4,170
| +14% | +$196K | 0.09% | 173 |
|
|
2023
Q1 | $1.46M | Sell |
30,602
-11,984
| -28% | -$570K | 0.09% | 175 |
|
|
2022
Q4 | $2M | Sell |
42,586
-6,559
| -13% | -$308K | 0.12% | 156 |
|
|
2022
Q3 | $2.27M | Sell |
49,145
-14,296
| -23% | -$659K | 0.16% | 145 |
|
|
2022
Q2 | $3M | Sell |
63,441
-7,480
| -11% | -$353K | 0.2% | 133 |
|
|
2022
Q1 | $3.36M | Sell |
70,921
-16,730
| -19% | -$792K | 0.2% | 136 |
|
|
2021
Q4 | $4.33M | Hold |
87,651
| – | – | 0.28% | 115 |
|
|
2021
Q3 | $4.33M | Sell |
87,651
-25,255
| -22% | -$1.25M | 0.28% | 115 |
|
|
2021
Q2 | $5.6M | Sell |
112,906
-3,710
| -3% | -$184K | 0.36% | 102 |
|
|
2021
Q1 | $5.78M | Sell |
116,616
-7,195
| -6% | -$357K | 0.39% | 95 |
|
|
2020
Q4 | $6.17M | Buy |
123,811
+19,645
| +19% | +$978K | 0.54% | 70 |
|
|
2020
Q3 | $5.2M | Sell |
104,166
-45,140
| -30% | -$2.25M | 0.53% | 69 |
|
|
2020
Q2 | $7.45M | Buy |
149,306
+53,150
| +55% | +$2.65M | 0.83% | 42 |
|
|
2020
Q1 | $4.7M | Buy |
96,156
+23,040
| +32% | +$1.13M | 0.63% | 59 |
|
|
2019
Q4 | $3.59M | Buy |
73,116
+23,045
| +46% | +$1.13M | 0.4% | 85 |
|
|
2019
Q3 | $2.45M | Buy |
50,071
+4,181
| +9% | +$205K | 0.3% | 110 |
|
|
2019
Q2 | $2.25M | Buy |
45,890
+15,563
| +51% | +$761K | 0.28% | 119 |
|
|
2019
Q1 | $1.47M | Sell |
30,327
-20,309
| -40% | -$984K | 0.19% | 145 |
|
|
2018
Q4 | $2.43M | Buy |
50,636
+9,880
| +24% | +$475K | 0.37% | 97 |
|
|
2018
Q3 | $1.94M | Sell |
40,756
-7,735
| -16% | -$369K | 0.26% | 121 |
|
|
2018
Q2 | $2.33M | Buy |
48,491
+4,720
| +11% | +$227K | 0.33% | 110 |
|
|
2018
Q1 | $2.09M | Sell |
43,771
-9,130
| -17% | -$437K | 0.31% | 116 |
|
|
2017
Q4 | $2.53M | Buy |
52,901
+9,600
| +22% | +$460K | 0.36% | 106 |
|
|
2017
Q3 | $2.1M | Buy |
43,301
+17,700
| +69% | +$860K | 0.32% | 114 |
|
|
2017
Q2 | $1.24M | Sell |
25,601
-4,900
| -16% | -$238K | 0.2% | 147 |
|
|
2017
Q1 | $1.48M | Buy |
+30,501
| New | +$1.48M | 0.24% | 131 |
|