Cypress Financial 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 | $813K | Buy |
16,993
+1,052
| +7% | +$50.3K | 0.27% | 32 |
|
|
2025
Q1 | $759K | Buy |
15,941
+707
| +5% | +$33.7K | 0.27% | 32 |
|
|
2024
Q4 | $722K | Sell |
15,234
-1,387
| -8% | -$65.7K | 0.26% | 33 |
|
|
2024
Q3 | $800K | Sell |
16,621
-169
| -1% | -$8.14K | 0.3% | 28 |
|
|
2024
Q2 | $792K | Buy |
16,790
+3,491
| +26% | +$165K | 0.33% | 26 |
|
|
2024
Q1 | $631K | Buy |
+13,299
| New | +$631K | 0.29% | 31 |
|
|
2023
Q4 | – | Sell |
-8,498
| Closed | -$393K | – | 56 |
|
|
2023
Q3 | $393K | Buy |
8,498
+1,743
| +26% | +$80.6K | 0.22% | 37 |
|
|
2023
Q2 | $317K | Buy |
6,755
+1,885
| +39% | +$88.5K | 0.18% | 44 |
|
|
2023
Q1 | $231K | Buy |
+4,870
| New | +$231K | 0.14% | 51 |
|