Creative Planning’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
Q2 | $1.12M | Buy |
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|
2025
Q1 | $1.01M | Buy |
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|
2024
Q4 | $969K | Buy |
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|
2024
Q3 | $759K | Sell |
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|
2024
Q2 | $916K | Sell |
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|
2024
Q1 | $1.47M | Sell |
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|
2023
Q4 | $1.59M | Buy |
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|
2023
Q3 | $1.43M | Buy |
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|
2023
Q2 | $1.05M | Buy |
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|
2023
Q1 | $529K | Sell |
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|
2022
Q4 | $724K | Buy |
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|
2022
Q3 | $486K | Sell |
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|
2022
Q2 | $1.02M | Sell |
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|
2022
Q1 | $1.3M | Buy |
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|
2021
Q4 | $814K | Sell |
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|
2021
Q3 | $862K | Sell |
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|
2021
Q2 | $908K | Buy |
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|
2021
Q1 | $867K | Buy |
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|
2020
Q4 | $694K | Buy |
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|
2020
Q3 | $421K | Sell |
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|
2020
Q2 | $497K | Sell |
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|
2020
Q1 | $541K | Sell |
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|
2019
Q4 | $856K | Buy |
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|
2019
Q3 | $732K | Sell |
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|
2019
Q2 | $774K | Sell |
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|
2019
Q1 | $790K | Buy |
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|
2018
Q4 | $776K | Sell |
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|
2018
Q3 | $909K | Buy |
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|
2018
Q2 | $802K | Sell |
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|
2018
Q1 | $1.06M | Sell |
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|
2017
Q4 | $1.73M | Buy |
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|
2017
Q3 | $1.72M | Sell |
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|
2017
Q2 | $1.74M | Buy |
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|
2017
Q1 | $1.63M | Buy |
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|
2016
Q4 | $971K | Sell |
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|
2016
Q3 | $1.12M | Buy |
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|
2016
Q2 | $452K | Sell |
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|
2016
Q1 | $490K | Sell |
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|
2015
Q4 | $544K | Buy |
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|
2015
Q3 | $537K | Sell |
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|
2015
Q2 | $564K | Sell |
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|
2015
Q1 | $640K | Sell |
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|
2014
Q4 | $703K | Sell |
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|
2014
Q3 | $773K | Buy |
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|
2014
Q2 | $547K | Buy |
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|
2014
Q1 | $352K | Sell |
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|
2013
Q4 | $533K | Buy |
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|
2013
Q3 | $286K | Buy |
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|
2013
Q2 | $276K | Buy |
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