Creative Planning’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 | $1.12M | Buy |
23,491
+2,366
| +11% | +$113K | ﹤0.01% | 1749 |
|
|
2025
Q1 | $1.01M | Buy |
21,125
+674
| +3% | +$32.1K | ﹤0.01% | 1706 |
|
|
2024
Q4 | $969K | Buy |
20,451
+4,675
| +30% | +$222K | ﹤0.01% | 1658 |
|
|
2024
Q3 | $759K | Sell |
15,776
-3,642
| -19% | -$175K | ﹤0.01% | 1750 |
|
|
2024
Q2 | $916K | Sell |
19,418
-11,646
| -37% | -$550K | ﹤0.01% | 1465 |
|
|
2024
Q1 | $1.47M | Sell |
31,064
-2,150
| -6% | -$102K | ﹤0.01% | 1108 |
|
|
2023
Q4 | $1.59M | Buy |
33,214
+2,185
| +7% | +$104K | ﹤0.01% | 1008 |
|
|
2023
Q3 | $1.43M | Buy |
31,029
+8,742
| +39% | +$404K | ﹤0.01% | 998 |
|
|
2023
Q2 | $1.05M | Buy |
22,287
+11,153
| +100% | +$525K | ﹤0.01% | 1102 |
|
|
2023
Q1 | $529K | Sell |
11,134
-4,287
| -28% | -$204K | ﹤0.01% | 1419 |
|
|
2022
Q4 | $724K | Buy |
15,421
+4,887
| +46% | +$230K | ﹤0.01% | 1201 |
|
|
2022
Q3 | $486K | Sell |
10,534
-11,025
| -51% | -$509K | ﹤0.01% | 1342 |
|
|
2022
Q2 | $1.02M | Sell |
21,559
-5,887
| -21% | -$278K | ﹤0.01% | 968 |
|
|
2022
Q1 | $1.3M | Buy |
27,446
+10,894
| +66% | +$516K | ﹤0.01% | 867 |
|
|
2021
Q4 | $814K | Sell |
16,552
-900
| -5% | -$44.3K | ﹤0.01% | 1049 |
|
|
2021
Q3 | $862K | Sell |
17,452
-878
| -5% | -$43.4K | ﹤0.01% | 1020 |
|
|
2021
Q2 | $908K | Buy |
18,330
+840
| +5% | +$41.6K | ﹤0.01% | 974 |
|
|
2021
Q1 | $867K | Buy |
17,490
+3,543
| +25% | +$176K | ﹤0.01% | 1098 |
|
|
2020
Q4 | $694K | Buy |
13,947
+5,513
| +65% | +$274K | ﹤0.01% | 1122 |
|
|
2020
Q3 | $421K | Sell |
8,434
-1,525
| -15% | -$76.1K | ﹤0.01% | 1207 |
|
|
2020
Q2 | $497K | Sell |
9,959
-1,100
| -10% | -$54.9K | ﹤0.01% | 1024 |
|
|
2020
Q1 | $541K | Sell |
11,059
-6,380
| -37% | -$312K | ﹤0.01% | 896 |
|
|
2019
Q4 | $856K | Buy |
17,439
+2,488
| +17% | +$122K | ﹤0.01% | 857 |
|
|
2019
Q3 | $732K | Sell |
14,951
-874
| -6% | -$42.8K | ﹤0.01% | 880 |
|
|
2019
Q2 | $774K | Sell |
15,825
-471
| -3% | -$23K | ﹤0.01% | 867 |
|
|
2019
Q1 | $790K | Buy |
16,296
+158
| +1% | +$7.66K | ﹤0.01% | 823 |
|
|
2018
Q4 | $776K | Sell |
16,138
-2,918
| -15% | -$140K | ﹤0.01% | 767 |
|
|
2018
Q3 | $909K | Buy |
19,056
+2,337
| +14% | +$111K | ﹤0.01% | 798 |
|
|
2018
Q2 | $802K | Sell |
16,719
-5,393
| -24% | -$259K | ﹤0.01% | 862 |
|
|
2018
Q1 | $1.06M | Sell |
22,112
-13,997
| -39% | -$669K | ﹤0.01% | 700 |
|
|
2017
Q4 | $1.73M | Buy |
36,109
+633
| +2% | +$30.3K | 0.01% | 501 |
|
|
2017
Q3 | $1.72M | Sell |
35,476
-334
| -0.9% | -$16.2K | 0.01% | 511 |
|
|
2017
Q2 | $1.74M | Buy |
35,810
+2,138
| +6% | +$104K | 0.01% | 483 |
|
|
2017
Q1 | $1.63M | Buy |
33,672
+13,423
| +66% | +$650K | 0.01% | 491 |
|
|
2016
Q4 | $971K | Sell |
20,249
-2,685
| -12% | -$129K | 0.01% | 634 |
|
|
2016
Q3 | $1.12M | Buy |
22,934
+13,733
| +149% | +$671K | 0.01% | 552 |
|
|
2016
Q2 | $452K | Sell |
9,201
-846
| -8% | -$41.6K | ﹤0.01% | 823 |
|
|
2016
Q1 | $490K | Sell |
10,047
-1,125
| -10% | -$54.9K | ﹤0.01% | 754 |
|
|
2015
Q4 | $544K | Buy |
11,172
+141
| +1% | +$6.87K | ﹤0.01% | 709 |
|
|
2015
Q3 | $537K | Sell |
11,031
-585
| -5% | -$28.5K | ﹤0.01% | 714 |
|
|
2015
Q2 | $564K | Sell |
11,616
-1,546
| -12% | -$75.1K | 0.01% | 625 |
|
|
2015
Q1 | $640K | Sell |
13,162
-1,316
| -9% | -$64K | 0.01% | 633 |
|
|
2014
Q4 | $703K | Sell |
14,478
-1,355
| -9% | -$65.8K | 0.01% | 566 |
|
|
2014
Q3 | $773K | Buy |
15,833
+4,590
| +41% | +$224K | 0.01% | 492 |
|
|
2014
Q2 | $547K | Buy |
11,243
+3,978
| +55% | +$194K | 0.01% | 608 |
|
|
2014
Q1 | $352K | Sell |
7,265
-3,705
| -34% | -$180K | 0.01% | 758 |
|
|
2013
Q4 | $533K | Buy |
10,970
+5,065
| +86% | +$246K | 0.01% | 504 |
|
|
2013
Q3 | $286K | Buy |
5,905
+139
| +2% | +$6.73K | 0.01% | 620 |
|
|
2013
Q2 | $276K | Buy |
+5,766
| New | +$276K | 0.01% | 579 |
|