CIBC Private Wealth Group’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Sell |
5,124
-1,167
| -19% | -$55.8K | ﹤0.01% | 1035 |
|
|
2025
Q1 | $296K | Sell |
6,291
-546
| -8% | -$25.7K | ﹤0.01% | 958 |
|
|
2024
Q4 | $324K | Sell |
6,837
-288
| -4% | -$13.7K | ﹤0.01% | 992 |
|
|
2024
Q3 | $343K | Sell |
7,125
-37
| -0.5% | -$1.78K | ﹤0.01% | 985 |
|
|
2024
Q2 | $338K | Hold |
7,162
| – | – | ﹤0.01% | 925 |
|
|
2024
Q1 | $339K | Buy |
+7,162
| New | +$339K | ﹤0.01% | 932 |
|
|
2015
Q2 | – | Sell |
-7,105
| Closed | -$346K | – | 630 |
|
|
2015
Q1 | $346K | Sell |
7,105
-1,610
| -18% | -$78.4K | ﹤0.01% | 579 |
|
|
2014
Q4 | $423K | Hold |
8,715
| – | – | ﹤0.01% | 558 |
|
|
2014
Q3 | $425K | Hold |
8,715
| – | – | ﹤0.01% | 549 |
|
|
2014
Q2 | $424K | Hold |
8,715
| – | – | ﹤0.01% | 535 |
|
|
2014
Q1 | $422K | Buy |
+8,715
| New | +$422K | ﹤0.01% | 525 |
|