Detalus Advisors’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 | $3.26M | Buy |
68,132
+29
| +0% | +$1.39K | 0.94% | 21 |
|
|
2025
Q1 | $3.24M | Sell |
68,103
-4,923
| -7% | -$234K | 1.02% | 23 |
|
|
2024
Q4 | $3.46M | Buy |
73,026
+3,439
| +5% | +$163K | 1.14% | 18 |
|
|
2024
Q3 | $3.35M | Sell |
69,587
-2,414
| -3% | -$116K | 1.11% | 18 |
|
|
2024
Q2 | $3.4M | Sell |
72,001
-9,533
| -12% | -$450K | 1.16% | 19 |
|
|
2024
Q1 | $3.87M | Buy |
81,534
+1,863
| +2% | +$88.4K | 1.38% | 17 |
|
|
2023
Q4 | $3.81M | Sell |
79,671
-4,761
| -6% | -$228K | 1.52% | 15 |
|
|
2023
Q3 | $3.9M | Sell |
84,432
-198
| -0.2% | -$9.15K | 1.83% | 14 |
|
|
2023
Q2 | $3.98M | Buy |
84,630
+746
| +0.9% | +$35.1K | 1.78% | 11 |
|
|
2023
Q1 | $3.99M | Sell |
83,884
-24,728
| -23% | -$1.18M | 1.91% | 11 |
|
|
2022
Q4 | $5.1M | Buy |
108,612
+10,637
| +11% | +$500K | 2.49% | 9 |
|
|
2022
Q3 | $4.52M | Buy |
97,975
+69,067
| +239% | +$3.18M | 2.71% | 6 |
|
|
2022
Q2 | $1.37M | Buy |
28,908
+22,008
| +319% | +$1.04M | 0.8% | 21 |
|
|
2022
Q1 | $327K | Hold |
6,900
| – | – | 0.17% | 82 |
|
|
2021
Q4 | $339K | Buy |
6,900
+100
| +1% | +$4.91K | 0.16% | 86 |
|
|
2021
Q3 | $336K | Hold |
6,800
| – | – | 0.17% | 87 |
|
|
2021
Q2 | $337K | Sell |
6,800
-8,200
| -55% | -$406K | 0.18% | 85 |
|
|
2021
Q1 | $743K | Hold |
15,000
| – | – | 0.44% | 45 |
|
|
2020
Q4 | $747K | Buy |
15,000
+7,500
| +100% | +$374K | 0.47% | 36 |
|
|
2020
Q3 | $374K | Hold |
7,500
| – | – | 0.27% | 63 |
|
|
2020
Q2 | $374K | Buy |
7,500
+2
| +0% | +$100 | 0.29% | 64 |
|
|
2020
Q1 | $367K | Buy |
+7,498
| New | +$367K | 0.34% | 58 |
|