Elmwood Wealth Management’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 | $1.59M | Buy |
33,162
+6,949
| +27% | +$332K | 0.63% | 56 |
|
|
2025
Q1 | $1.25M | Buy |
26,213
+6,020
| +30% | +$287K | 0.51% | 66 |
|
|
2024
Q4 | $957K | Buy |
20,193
+6,670
| +49% | +$316K | 0.39% | 77 |
|
|
2024
Q3 | $651K | Buy |
+13,523
| New | +$651K | 0.27% | 90 |
|
|
2022
Q2 | – | Sell |
-7,225
| Closed | -$342K | – | 118 |
|
|
2022
Q1 | $342K | Hold |
7,225
| – | – | 0.18% | 96 |
|
|
2021
Q4 | $355K | Buy |
+7,225
| New | +$355K | 0.17% | 94 |
|
|
2021
Q2 | $368K | Sell |
7,425
-100
| -1% | -$4.96K | 0.19% | 87 |
|
|
2021
Q1 | $373K | Buy |
+7,525
| New | +$373K | 0.23% | 83 |
|
|
2020
Q3 | $375K | Hold |
7,525
| – | – | 0.3% | 75 |
|
|
2020
Q2 | $375K | Buy |
7,525
+5,125
| +214% | +$255K | 0.3% | 75 |
|
|
2020
Q1 | $115K | Sell |
2,400
-4,125
| -63% | -$197K | 0.11% | 102 |
|
|
2019
Q4 | $320K | Hold |
6,525
| – | – | 0.28% | 77 |
|
|
2019
Q3 | $320K | Buy |
6,525
+500
| +8% | +$24.5K | 0.32% | 68 |
|
|
2019
Q2 | $295K | Sell |
6,025
-1,525
| -20% | -$74.7K | 0.26% | 77 |
|
|
2019
Q1 | $366K | Hold |
7,550
| – | – | 0.34% | 72 |
|
|
2018
Q4 | $363K | Buy |
7,550
+4,000
| +113% | +$192K | 0.35% | 74 |
|
|
2018
Q3 | $169K | Buy |
3,550
+1,150
| +48% | +$54.8K | 0.14% | 96 |
|
|
2018
Q2 | $115K | Hold |
2,400
| – | – | 0.1% | 109 |
|
|
2018
Q1 | $115K | Buy |
+2,400
| New | +$115K | 0.11% | 102 |
|