DI
Disciplined Investments’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,140
| Closed | -$337K | – | 122 |
|
|
2024
Q2 | $337K | Hold |
7,140
| – | – | 0.18% | 96 |
|
|
2024
Q1 | $339K | Hold |
7,140
| – | – | 0.18% | 93 |
|
|
2023
Q4 | $341K | Hold |
7,140
| – | – | 0.2% | 85 |
|
|
2023
Q3 | $330K | Hold |
7,140
| – | – | 0.2% | 89 |
|
|
2023
Q2 | $336K | Sell |
7,140
-8,903
| -55% | -$419K | 0.18% | 96 |
|
|
2023
Q1 | $763K | Hold |
16,043
| – | – | 0.32% | 75 |
|
|
2022
Q4 | $754K | Sell |
16,043
-270
| -2% | -$12.7K | 0.37% | 67 |
|
|
2022
Q3 | $752K | Buy |
16,313
+508
| +3% | +$23.4K | 0.35% | 71 |
|
|
2022
Q2 | $747K | Sell |
15,805
-4,666
| -23% | -$221K | 0.34% | 72 |
|
|
2022
Q1 | $969K | Sell |
20,471
-294
| -1% | -$13.9K | 0.4% | 62 |
|
|
2021
Q4 | $1.02M | Buy |
20,765
+56
| +0.3% | +$2.75K | 0.45% | 55 |
|
|
2021
Q3 | $1.02M | Sell |
20,709
-1,009
| -5% | -$49.8K | 0.5% | 50 |
|
|
2021
Q2 | $1.08M | Sell |
21,718
-89
| -0.4% | -$4.41K | 0.55% | 49 |
|
|
2021
Q1 | $1.08M | Buy |
21,807
+583
| +3% | +$28.9K | 0.64% | 46 |
|
|
2020
Q4 | $1.06M | Sell |
21,224
-289
| -1% | -$14.4K | 0.71% | 41 |
|
|
2020
Q3 | $1.07M | Buy |
21,513
+1,309
| +6% | +$65.3K | 0.79% | 35 |
|
|
2020
Q2 | $1.01M | Buy |
20,204
+281
| +1% | +$14K | 0.78% | 38 |
|
|
2020
Q1 | $974K | Sell |
19,923
-1,752
| -8% | -$85.7K | 0.93% | 32 |
|
|
2019
Q4 | $1.06M | Buy |
+21,675
| New | +$1.06M | 0.9% | 30 |
|