Concurrent Investment 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 | $866K | Buy |
18,108
+1,009
| +6% | +$48.3K | 0.02% | 639 |
|
|
2025
Q1 | $814K | Sell |
17,099
-80
| -0.5% | -$3.81K | 0.02% | 601 |
|
|
2024
Q4 | $814K | Buy |
17,179
+448
| +3% | +$21.2K | 0.02% | 534 |
|
|
2024
Q3 | $805K | Sell |
16,731
-505
| -3% | -$24.3K | 0.02% | 514 |
|
|
2024
Q2 | $813K | Buy |
17,236
+114
| +0.7% | +$5.38K | 0.03% | 476 |
|
|
2024
Q1 | $812K | Buy |
17,122
+437
| +3% | +$20.7K | 0.03% | 419 |
|
|
2023
Q4 | $797K | Buy |
+16,685
| New | +$797K | 0.04% | 375 |
|