Chesley Taft & Associates’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 | $2.24M | Hold |
46,844
| – | – | 0.1% | 138 |
|
|
2025
Q1 | $2.23M | Hold |
46,844
| – | – | 0.11% | 130 |
|
|
2024
Q4 | $2.22M | Hold |
46,844
| – | – | 0.1% | 134 |
|
|
2024
Q3 | $2.26M | Sell |
46,844
-9,915
| -17% | -$477K | 0.11% | 133 |
|
|
2024
Q2 | $2.68M | Sell |
56,759
-21,925
| -28% | -$1.03M | 0.13% | 115 |
|
|
2024
Q1 | $3.73M | Sell |
78,684
-7,700
| -9% | -$365K | 0.19% | 100 |
|
|
2023
Q4 | $4.13M | Sell |
86,384
-100
| -0.1% | -$4.78K | 0.23% | 90 |
|
|
2023
Q3 | $4M | Sell |
86,484
-235
| -0.3% | -$10.9K | 0.26% | 83 |
|
|
2023
Q2 | $4.08M | Buy |
86,719
+200
| +0.2% | +$9.41K | 0.25% | 84 |
|
|
2023
Q1 | $4.11M | Sell |
86,519
-500
| -0.6% | -$23.8K | 0.27% | 83 |
|
|
2022
Q4 | $4.09M | Hold |
87,019
| – | – | 0.28% | 83 |
|
|
2022
Q3 | $4.01M | Sell |
87,019
-1,200
| -1% | -$55.3K | 0.3% | 79 |
|
|
2022
Q2 | $4.17M | Buy |
88,219
+250
| +0.3% | +$11.8K | 0.28% | 81 |
|
|
2022
Q1 | $4.14M | Buy |
87,969
+400
| +0.5% | +$18.8K | 0.24% | 89 |
|
|
2021
Q4 | $4.31M | Buy |
87,569
+1,300
| +2% | +$63.9K | 0.22% | 97 |
|
|
2021
Q3 | $4.26M | Sell |
86,269
-400
| -0.5% | -$19.8K | 0.24% | 92 |
|
|
2021
Q2 | $4.3M | Buy |
86,669
+950
| +1% | +$47.1K | 0.25% | 90 |
|
|
2021
Q1 | $4.25M | Buy |
85,719
+1,950
| +2% | +$96.6K | 0.25% | 87 |
|
|
2020
Q4 | $4.17M | Sell |
83,769
-2,345
| -3% | -$117K | 0.27% | 84 |
|
|
2020
Q3 | $4.3M | Buy |
86,114
+2,600
| +3% | +$130K | 0.31% | 75 |
|
|
2020
Q2 | $4.17M | Buy |
83,514
+4,500
| +6% | +$224K | 0.32% | 77 |
|
|
2020
Q1 | $3.86M | Buy |
79,014
+23,150
| +41% | +$1.13M | 0.35% | 74 |
|
|
2019
Q4 | $2.74M | Buy |
55,864
+2,000
| +4% | +$98.2K | 0.2% | 99 |
|
|
2019
Q3 | $2.64M | Sell |
53,864
-600
| -1% | -$29.4K | 0.2% | 97 |
|
|
2019
Q2 | $2.67M | Sell |
54,464
-600
| -1% | -$29.4K | 0.21% | 94 |
|
|
2019
Q1 | $2.67M | Sell |
55,064
-925
| -2% | -$44.9K | 0.22% | 93 |
|
|
2018
Q4 | $2.69M | Sell |
55,989
-4,000
| -7% | -$192K | 0.26% | 83 |
|
|
2018
Q3 | $2.86M | Sell |
59,989
-2,750
| -4% | -$131K | 0.23% | 95 |
|
|
2018
Q2 | $3.01M | Sell |
62,739
-4,400
| -7% | -$211K | 0.26% | 92 |
|
|
2018
Q1 | $3.21M | Buy |
67,139
+450
| +0.7% | +$21.5K | 0.29% | 85 |
|
|
2017
Q4 | $3.2M | Buy |
66,689
+4,850
| +8% | +$232K | 0.27% | 91 |
|
|
2017
Q3 | $3.01M | Buy |
61,839
+1,950
| +3% | +$94.8K | 0.26% | 95 |
|
|
2017
Q2 | $2.91M | Buy |
59,889
+1,700
| +3% | +$82.5K | 0.26% | 93 |
|
|
2017
Q1 | $2.82M | Buy |
58,189
+21,000
| +56% | +$1.02M | 0.27% | 89 |
|
|
2016
Q4 | $1.78M | Sell |
37,189
-2,294
| -6% | -$110K | 0.18% | 110 |
|
|
2016
Q3 | $1.93M | Buy |
39,483
+2,895
| +8% | +$141K | 0.19% | 102 |
|
|
2016
Q2 | $1.8M | Sell |
36,588
-1,250
| -3% | -$61.4K | 0.18% | 108 |
|
|
2016
Q1 | $1.85M | Buy |
37,838
+3,788
| +11% | +$185K | 0.19% | 102 |
|
|
2015
Q4 | $1.66M | Buy |
+34,050
| New | +$1.66M | 0.17% | 113 |
|