Clearwater Capital 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 | $908K | Sell |
18,990
-2,536
| -12% | -$121K | 0.08% | 79 |
|
|
2025
Q1 | $1.02M | Hold |
21,526
| – | – | 0.1% | 74 |
|
|
2024
Q4 | $1.02M | Hold |
21,526
| – | – | 0.1% | 75 |
|
|
2024
Q3 | $1.04M | Hold |
21,526
| – | – | 0.1% | 75 |
|
|
2024
Q2 | $1.02M | Hold |
21,526
| – | – | 0.11% | 71 |
|
|
2024
Q1 | $1.02M | Buy |
21,526
+151
| +0.7% | +$7.16K | 0.11% | 68 |
|
|
2023
Q4 | $1.02M | Buy |
21,375
+2,385
| +13% | +$114K | 0.11% | 69 |
|
|
2023
Q3 | $878K | Hold |
18,990
| – | – | 0.11% | 63 |
|
|
2023
Q2 | $893K | Sell |
18,990
-5,100
| -21% | -$240K | 0.11% | 67 |
|
|
2023
Q1 | $1.15M | Hold |
24,090
| – | – | 0.14% | 63 |
|
|
2022
Q4 | $1.13M | Buy |
24,090
+14,840
| +160% | +$697K | 0.15% | 65 |
|
|
2022
Q3 | $426K | Hold |
9,250
| – | – | 0.06% | 103 |
|
|
2022
Q2 | $437K | Buy |
+9,250
| New | +$437K | 0.06% | 99 |
|
|
2018
Q4 | – | Sell |
-5,471
| Closed | -$261K | – | 195 |
|
|
2018
Q3 | $261K | Hold |
5,471
| – | – | 0.05% | 171 |
|
|
2018
Q2 | $263K | Hold |
5,471
| – | – | 0.05% | 164 |
|
|
2018
Q1 | $262K | Sell |
5,471
-3,140
| -36% | -$150K | 0.05% | 165 |
|
|
2017
Q4 | $413K | Sell |
8,611
-8,500
| -50% | -$408K | 0.09% | 131 |
|
|
2017
Q3 | $831K | Hold |
17,111
| – | – | 0.19% | 100 |
|
|
2017
Q2 | $830K | Buy |
17,111
+3,000
| +21% | +$146K | 0.21% | 95 |
|
|
2017
Q1 | $683K | Buy |
14,111
+1,490
| +12% | +$72.1K | 0.19% | 99 |
|
|
2016
Q4 | $605K | Sell |
12,621
-30,502
| -71% | -$1.46M | 0.21% | 93 |
|
|
2016
Q3 | $2.1M | Buy |
43,123
+3,000
| +7% | +$146K | 0.74% | 42 |
|
|
2016
Q2 | $1.97M | Buy |
+40,123
| New | +$1.97M | 0.73% | 42 |
|