Corient Private Wealth’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 | $352K | Buy |
+7,350
| New | +$352K | ﹤0.01% | 1991 |
|
|
2025
Q1 | – | Sell |
-12,416
| Closed | -$588K | – | 2418 |
|
|
2024
Q4 | $588K | Sell |
12,416
-17,362
| -58% | -$823K | ﹤0.01% | 1527 |
|
|
2024
Q3 | $1.43M | Sell |
29,778
-22,619
| -43% | -$1.09M | ﹤0.01% | 1220 |
|
|
2024
Q2 | $2.47M | Buy |
52,397
+942
| +2% | +$44.5K | ﹤0.01% | 934 |
|
|
2024
Q1 | $2.44M | Sell |
51,455
-623
| -1% | -$29.6K | ﹤0.01% | 937 |
|
|
2023
Q4 | $2.49M | Buy |
52,078
+46,836
| +893% | +$2.24M | ﹤0.01% | 906 |
|
|
2023
Q3 | $242K | Buy |
5,242
+2
| +0% | +$92 | ﹤0.01% | 1832 |
|
|
2023
Q2 | $247K | Buy |
5,240
+2
| +0% | +$94 | ﹤0.01% | 1779 |
|
|
2023
Q1 | $249K | Buy |
5,238
+204
| +4% | +$9.7K | ﹤0.01% | 1685 |
|
|
2022
Q4 | $236K | Buy |
+5,034
| New | +$236K | ﹤0.01% | 1426 |
|