Crestwood Advisors Group’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 | $3.82M | Buy |
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2025
Q1 | $3.41M | Buy |
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|
2024
Q4 | $3M | Buy |
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|
2024
Q3 | $2.39M | Sell |
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|
2024
Q2 | $2.56M | Sell |
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|
2024
Q1 | $2.92M | Sell |
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|
2023
Q4 | $4.29M | Buy |
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|
2023
Q3 | $1.93M | Sell |
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|
2023
Q2 | $2.73M | Sell |
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|
2023
Q1 | $2.98M | Sell |
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|
2022
Q4 | $3.79M | Sell |
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|
2022
Q3 | $4.28M | Buy |
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|
2022
Q2 | $4.37M | Sell |
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|
2022
Q1 | $8.44M | Buy |
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|
2021
Q4 | $8.66M | Sell |
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|
2021
Q3 | $9.33M | Sell |
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|
2021
Q2 | $9.52M | Sell |
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|
2021
Q1 | $10.8M | Sell |
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|
2020
Q4 | $11.3M | Sell |
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|
2020
Q3 | $11.5M | Buy |
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|
2020
Q2 | $11.2M | Sell |
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|
2020
Q1 | $11M | Sell |
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|
2019
Q4 | $11.4M | Buy |
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|
2019
Q3 | $11.1M | Sell |
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|
2019
Q2 | $11.9M | Sell |
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|
2019
Q1 | $12.3M | Sell |
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|
2018
Q4 | $22.6M | Buy |
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|
2018
Q3 | $15.8M | Buy |
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|
2018
Q2 | $15.8M | Buy |
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|
2018
Q1 | $12.8M | Sell |
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|
2017
Q4 | $13.1M | Buy |
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|
2017
Q3 | $12.6M | Buy |
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|
2017
Q2 | $12.5M | Buy |
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|
2017
Q1 | $12.2M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $15M | Sell |
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|
2015
Q4 | $15.4M | Sell |
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|
2015
Q3 | $16.6M | Buy |
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|
2015
Q2 | $15M | Buy |
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|
2015
Q1 | $14.3M | Buy |
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|
2014
Q4 | $13M | Buy |
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|
2014
Q3 | $12M | Buy |
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|
2014
Q2 | $11.1M | Sell |
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|
2014
Q1 | $11.4M | Buy |
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|
2013
Q4 | $9.24M | Buy |
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|
2013
Q3 | $8.84M | Buy |
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|
2013
Q2 | $8.56M | Buy |
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