Clifford Group’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 | $2.05M | Sell |
42,759
-3,327
| -7% | -$159K | 1.68% | 11 |
|
|
2025
Q1 | $2.19M | Buy |
46,086
+2,895
| +7% | +$138K | 2.05% | 10 |
|
|
2024
Q4 | $2.05M | Buy |
43,191
+477
| +1% | +$22.6K | 1.56% | 14 |
|
|
2024
Q3 | $2.06M | Sell |
42,714
-1,565
| -4% | -$75.3K | 1.6% | 14 |
|
|
2024
Q2 | $2.09M | Sell |
44,279
-5,334
| -11% | -$252K | 1.69% | 13 |
|
|
2024
Q1 | $2.35M | Buy |
49,613
+1,188
| +2% | +$56.4K | 1.94% | 9 |
|
|
2023
Q4 | $2.31M | Buy |
48,425
+458
| +1% | +$21.9K | 2.14% | 7 |
|
|
2023
Q3 | $2.22M | Buy |
47,967
+1,430
| +3% | +$66.1K | 2.41% | 7 |
|
|
2023
Q2 | $2.19M | Buy |
46,537
+10,470
| +29% | +$493K | 2.35% | 7 |
|
|
2023
Q1 | $1.71M | Sell |
36,067
-4,774
| -12% | -$227K | 2.08% | 8 |
|
|
2022
Q4 | $1.92M | Buy |
+40,841
| New | +$1.92M | 2.4% | 8 |
|