Confluence Investment Management’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.93M | Sell |
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|
2025
Q2 | $3.09M | Buy |
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|
2025
Q1 | $2.29M | Sell |
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|
2024
Q4 | $2.31M | Sell |
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|
2024
Q3 | $4.01M | Buy |
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|
2024
Q2 | $3.77M | Buy |
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|
2024
Q1 | $3.58M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $747K | Buy |
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|
2023
Q1 | $376K | Sell |
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|
2022
Q4 | $6.17M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $702K | Sell |
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|
2022
Q1 | $752K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $357K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $381K | Buy |
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|
2017
Q3 | $377K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $285K | Sell |
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|
2014
Q4 | $3.23M | Sell |
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|
2014
Q3 | $3.37M | Buy |
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|
2014
Q2 | $2.98M | Buy |
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|
2014
Q1 | $2.89M | Buy |
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|
2013
Q4 | $2.58M | Buy |
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|
2013
Q3 | $1.72M | Buy |
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|
2013
Q2 | $1.24M | Buy |
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