Clearstead Advisors’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 | $808K | Buy |
16,891
+643
| +4% | +$30.8K | 0.01% | 493 |
|
|
2025
Q1 | $773K | Buy |
16,248
+446
| +3% | +$21.2K | 0.01% | 466 |
|
|
2024
Q4 | $749K | Sell |
15,802
-5,830
| -27% | -$276K | 0.01% | 477 |
|
|
2024
Q3 | $1.04M | Buy |
21,632
+5,752
| +36% | +$277K | 0.02% | 410 |
|
|
2024
Q2 | $749K | Buy |
+15,880
| New | +$749K | 0.01% | 453 |
|
|
2022
Q1 | – | Sell |
-5,438
| Closed | -$267K | – | 1444 |
|
|
2021
Q4 | $267K | Buy |
5,438
+17
| +0.3% | +$835 | 0.02% | 342 |
|
|
2021
Q3 | $268K | Buy |
5,421
+10
| +0.2% | +$494 | 0.02% | 329 |
|
|
2021
Q2 | $268K | Buy |
5,411
+11
| +0.2% | +$545 | 0.02% | 308 |
|
|
2021
Q1 | $268K | Buy |
+5,400
| New | +$268K | 0.02% | 297 |
|