Bristlecone 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 | $416K | Sell |
8,689
-8,357
| -49% | -$400K | 0.03% | 166 |
|
|
2025
Q1 | $811K | Buy |
17,046
+5,989
| +54% | +$285K | 0.07% | 163 |
|
|
2024
Q4 | $524K | Sell |
11,057
-520
| -4% | -$24.6K | 0.04% | 192 |
|
|
2024
Q3 | $557K | Hold |
11,577
| – | – | 0.04% | 179 |
|
|
2024
Q2 | $546K | Sell |
11,577
-244
| -2% | -$11.5K | 0.05% | 176 |
|
|
2024
Q1 | $561K | Sell |
11,821
-1,803
| -13% | -$85.5K | 0.05% | 174 |
|
|
2023
Q4 | $651K | Buy |
+13,624
| New | +$651K | 0.07% | 159 |
|
|
2023
Q2 | – | Sell |
-4,078
| Closed | -$194K | – | 332 |
|
|
2023
Q1 | $194K | Buy |
+4,078
| New | +$194K | 0.02% | 262 |
|
|
2022
Q1 | – | Sell |
-35,752
| Closed | -$1.76M | – | 238 |
|
|
2021
Q4 | $1.76M | Buy |
+35,752
| New | +$1.76M | 0.21% | 98 |
|
|
2016
Q3 | – | Sell |
-6,357
| Closed | -$312K | – | 159 |
|
|
2016
Q2 | $312K | Sell |
6,357
-5,125
| -45% | -$252K | 0.12% | 117 |
|
|
2016
Q1 | $561K | Buy |
+11,482
| New | +$561K | 0.22% | 101 |
|