Cerity Partners’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 | $5.31M | Sell |
111,106
-5,272
| -5% | -$252K | 0.01% | 776 |
|
|
2025
Q1 | $5.54M | Sell |
116,378
-7,514
| -6% | -$358K | 0.01% | 695 |
|
|
2024
Q4 | $5.87M | Buy |
123,892
+6,500
| +6% | +$308K | 0.01% | 651 |
|
|
2024
Q3 | $5.65M | Buy |
117,392
+8,114
| +7% | +$391K | 0.01% | 651 |
|
|
2024
Q2 | $5.16M | Buy |
109,278
+1,832
| +2% | +$86.5K | 0.01% | 595 |
|
|
2024
Q1 | $5.08M | Buy |
107,446
+43,466
| +68% | +$2.06M | 0.01% | 645 |
|
|
2023
Q4 | $3.06M | Buy |
63,980
+5,276
| +9% | +$252K | 0.01% | 651 |
|
|
2023
Q3 | $2.71M | Buy |
58,704
+9,404
| +19% | +$435K | 0.01% | 513 |
|
|
2023
Q2 | $2.32M | Buy |
49,300
+10,843
| +28% | +$510K | 0.01% | 682 |
|
|
2023
Q1 | $1.83M | Buy |
38,457
+2,841
| +8% | +$135K | ﹤0.01% | 751 |
|
|
2022
Q4 | $1.67M | Buy |
+35,616
| New | +$1.67M | 0.01% | 558 |
|