Diligent Investors’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 | $262K | Buy |
5,468
+2
| +0% | +$96 | 0.06% | 289 |
|
|
2025
Q1 | $260K | Sell |
5,466
-139
| -2% | -$6.62K | 0.06% | 303 |
|
|
2024
Q4 | $266K | Sell |
5,605
-1,347
| -19% | -$63.8K | 0.06% | 297 |
|
|
2024
Q3 | $335K | Buy |
6,952
+2
| +0% | +$96 | 0.08% | 252 |
|
|
2024
Q2 | $328K | Buy |
6,950
+1
| +0% | +$47 | 0.08% | 240 |
|
|
2024
Q1 | $330K | Buy |
6,949
+1
| +0% | +$47 | 0.08% | 240 |
|
|
2023
Q4 | $332K | Buy |
6,948
+1
| +0% | +$48 | 0.09% | 227 |
|
|
2023
Q3 | $321K | Buy |
6,947
+1
| +0% | +$46 | 0.1% | 216 |
|
|
2023
Q2 | $327K | Buy |
6,946
+501
| +8% | +$23.6K | 0.1% | 204 |
|
|
2023
Q1 | $306K | Hold |
6,445
| – | – | 0.09% | 205 |
|
|
2022
Q4 | $303K | Buy |
6,445
+1
| +0% | +$47 | 0.1% | 200 |
|
|
2022
Q3 | $297K | Hold |
6,444
| – | – | 0.11% | 187 |
|
|
2022
Q2 | $305K | Sell |
6,444
-525
| -8% | -$24.8K | 0.1% | 188 |
|
|
2022
Q1 | $330K | Hold |
6,969
| – | – | 0.1% | 193 |
|
|
2021
Q4 | $343K | Buy |
6,969
+1
| +0% | +$49 | 0.1% | 186 |
|
|
2021
Q3 | $345K | Hold |
6,968
| – | – | 0.12% | 162 |
|
|
2021
Q2 | $345K | Buy |
6,968
+1
| +0% | +$50 | 0.12% | 163 |
|
|
2021
Q1 | $345K | Buy |
6,967
+1
| +0% | +$50 | 0.13% | 159 |
|
|
2020
Q4 | $347K | Buy |
6,966
+1
| +0% | +$50 | 0.14% | 142 |
|
|
2020
Q3 | $347K | Hold |
6,965
| – | – | 0.16% | 133 |
|
|
2020
Q2 | $347K | Sell |
6,965
-278
| -4% | -$13.9K | 0.17% | 128 |
|
|
2020
Q1 | $354K | Sell |
7,243
-721
| -9% | -$35.2K | 0.21% | 106 |
|
|
2019
Q4 | $391K | Buy |
7,964
+1
| +0% | +$49 | 0.18% | 121 |
|
|
2019
Q3 | $390K | Buy |
7,963
+1,535
| +24% | +$75.2K | 0.19% | 132 |
|
|
2019
Q2 | $315K | Buy |
6,428
+1,238
| +24% | +$60.7K | 0.16% | 153 |
|
|
2019
Q1 | $252K | Buy |
5,190
+1
| +0% | +$49 | 0.14% | 161 |
|
|
2018
Q4 | $249K | Buy |
5,189
+994
| +24% | +$47.7K | 0.16% | 143 |
|
|
2018
Q3 | $200K | Hold |
4,195
| – | – | 0.11% | 185 |
|
|
2018
Q2 | $201K | Sell |
4,195
-16
| -0.4% | -$767 | 0.12% | 176 |
|
|
2018
Q1 | $201K | Hold |
4,211
| – | – | 0.12% | 177 |
|
|
2017
Q4 | $202K | Hold |
4,211
| – | – | 0.13% | 176 |
|
|
2017
Q3 | $205K | Buy |
+4,211
| New | +$205K | 0.15% | 159 |
|