Choreo LLC’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
$1.47M Buy
30,690
+209
+0.7% +$10K 0.02% 447
2025
Q1
$1.45M Buy
30,481
+330
+1% +$15.7K 0.02% 435
2024
Q4
$1.43M Sell
30,151
-7,213
-19% -$342K 0.02% 449
2024
Q3
$1.8M Sell
37,364
-695
-2% -$33.5K 0.03% 381
2024
Q2
$1.79M Buy
38,059
+7,516
+25% +$353K 0.03% 349
2024
Q1
$1.45M Sell
30,543
-543
-2% -$25.8K 0.04% 220
2023
Q4
$1.49M Buy
+31,086
New +$1.49M 0.04% 205
2017
Q4
Sell
-5,175
Closed -$252K 296
2017
Q3
$252K Buy
5,175
+13
+0.3% +$633 0.03% 240
2017
Q2
$250K Buy
+5,162
New +$250K 0.04% 231
2016
Q4
Sell
-7,200
Closed -$352K 271
2016
Q3
$352K Buy
+7,200
New +$352K 0.06% 151