Brio Consultants’s State Street 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
$3.99M Sell
2025
Q2
$4.03M Sell
2025
Q1
$4.22M Sell
2024
Q4
$4.74M Sell
2024
Q3
$5.65M Sell
2024
Q2
$6.55M Buy
2024
Q1
$6.41M Buy
2023
Q4
$6.27M Sell
2023
Q3
$6.13M Buy
2023
Q2
$1.45M Buy
2020
Q2
Sell
2020
Q1
$215K Buy
2019
Q4
$215K Sell
2019
Q3
$236K Buy
2019
Q2
$235K Buy
2019
Q1
$232K Buy
2018
Q4
$229K Buy