Dakota Wealth Management’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Dakota Wealth Management’s Portfolio SHM Stock Details SHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.26M	Sell	47,200 -24,400	-34%	-$1.17M	0.05%	249
2025 Q1	$3.41M	Buy	71,600 +4,100	+6%	+$195K	0.08%	184
2024 Q4	$3.2M	Buy	67,500 +12,400	+23%	+$588K	0.07%	200
2024 Q3	$2.65M	Buy	55,100 +13,941	+34%	+$671K	0.06%	233
2024 Q2	$1.94M	Buy	41,159 +1,800	+5%	+$84.9K	0.05%	263
2024 Q1	$1.87M	Buy	39,359 +19,600	+99%	+$930K	0.05%	272
2023 Q4	$944K	Hold	19,759	–	–	0.04%	320
2023 Q3	$913K	Buy	19,759 +13,754	+229%	+$636K	0.04%	300
2023 Q2	$283K	Buy	6,005 +700	+13%	+$32.9K	0.01%	493
2023 Q1	$252K	Buy	5,305 +500	+10%	+$23.8K	0.02%	509
2022 Q4	$226K	Sell	4,805 -56,060	-92%	-$2.63M	0.02%	518
2022 Q3	$2.81M	Buy	60,865 +185	+0.3%	+$8.53K	0.23%	105
2022 Q2	$2.87M	Buy	60,680 +2,105	+4%	+$99.5K	0.26%	102
2022 Q1	$2.77M	Buy	58,575 +200	+0.3%	+$9.47K	0.22%	120
2021 Q4	$2.87M	Sell	58,375 -2,896	-5%	-$142K	0.3%	89
2021 Q3	$3.03M	Buy	61,271 +800	+1%	+$39.5K	0.35%	81
2021 Q2	$3M	Sell	60,471 -1,495	-2%	-$74.1K	0.36%	80
2021 Q1	$3.07M	Buy	61,966 +16,571	+37%	+$821K	0.4%	72
2020 Q4	$2.26M	Sell	45,395 -59,300	-57%	-$2.95M	0.29%	87
2020 Q3	$5.22M	Buy	104,695 +77,475	+285%	+$3.86M	0.82%	34
2020 Q2	$1.36M	Buy	27,220 +11,045	+68%	+$551K	0.23%	102
2020 Q1	$791K	Sell	16,175 -1,701	-10%	-$83.2K	0.17%	119
2019 Q4	$878K	Sell	17,876 -12	-0.1%	-$589	0.14%	140
2019 Q3	$876K	Buy	17,888 +3,253	+22%	+$159K	0.15%	141
2019 Q2	$717K	Buy	14,635 +3,642	+33%	+$178K	0.14%	146
2019 Q1	$533K	Sell	10,993 -6,378	-37%	-$309K	0.11%	174
2018 Q4	$832K	Buy	17,371 +762	+5%	+$36.5K	0.19%	99
2018 Q3	$792K	Sell	16,609 -10,337	-38%	-$493K	0.18%	108
2018 Q2	$1.29M	Buy	26,946 +5,644	+26%	+$271K	0.36%	67
2018 Q1	$1.02M	Buy	+21,302	New	+$1.02M	0.53%	38