Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.36M | Sell |
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|
2024
Q1 | $2.57M | Buy |
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|
2023
Q4 | $2.57M | Sell |
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|
2023
Q3 | $2.59M | Sell |
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|
2023
Q2 | $4.74M | Sell |
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|
2023
Q1 | $5.15M | Hold |
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|
2022
Q4 | $5.15M | Buy |
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|
2022
Q3 | $4.98M | Sell |
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|
2022
Q2 | $6.41M | Sell |
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|
2022
Q1 | $10.1M | Sell |
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|
2021
Q4 | $15.4M | Sell |
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|
2021
Q3 | $20.1M | Buy |
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|
2021
Q2 | $15.4M | Sell |
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|
2021
Q1 | $19.9M | Buy |
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|
2020
Q4 | $15.3M | Buy |
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|
2020
Q3 | $11.3M | Buy |
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|
2020
Q2 | $7.42M | Buy |
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|
2020
Q1 | $5.71M | Sell |
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|
2019
Q4 | $7.28M | Buy |
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|
2019
Q3 | $5.8M | Buy |
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|
2019
Q2 | $5.44M | Buy |
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|
2019
Q1 | $4.6M | Buy |
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|
2018
Q4 | $4.25M | Sell |
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|
2018
Q3 | $4.79M | Buy |
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|
2018
Q2 | $4.54M | Sell |
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|
2018
Q1 | $5.19M | Sell |
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|
2017
Q4 | $5.69M | Buy |
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|
2017
Q3 | $4.95M | Buy |
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|
2017
Q2 | $4.41M | Sell |
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|
2017
Q1 | $5.3M | Sell |
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|
2016
Q4 | $5.68M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $6.25M | Buy |
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|
2015
Q3 | $5.25M | Sell |
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|
2015
Q2 | $6.29M | Buy |
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|
2015
Q1 | $3.44M | Buy |
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|
2014
Q4 | $2.99M | Buy |
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|
2014
Q3 | $1.99M | Buy |
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|
2014
Q2 | $1.33M | Buy |
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|
2014
Q1 | $1.18M | Buy |
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|
2013
Q4 | $504K | Buy |
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