EWM
Empirical Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.68M | Buy |
139,738
+3,472
| +3% | +$166K | 0.15% | 111 |
|
|
2025
Q1 | $6.49M | Sell |
136,266
-19,431
| -12% | -$925K | 0.17% | 112 |
|
|
2024
Q4 | $7.38M | Buy |
155,697
+1,362
| +0.9% | +$64.5K | 0.2% | 99 |
|
|
2024
Q3 | $7.43M | Sell |
154,335
-3,030
| -2% | -$146K | 0.21% | 95 |
|
|
2024
Q2 | $7.43M | Sell |
157,365
-5,155
| -3% | -$243K | 0.22% | 85 |
|
|
2024
Q1 | $7.71M | Sell |
162,520
-12,590
| -7% | -$597K | 0.23% | 84 |
|
|
2023
Q4 | $8.37M | Sell |
175,110
-22,613
| -11% | -$1.08M | 0.28% | 71 |
|
|
2023
Q3 | $9.14M | Buy |
197,723
+2,637
| +1% | +$122K | 0.36% | 59 |
|
|
2023
Q2 | $9.18M | Sell |
195,086
-56,119
| -22% | -$2.64M | 0.37% | 56 |
|
|
2023
Q1 | $11.9M | Sell |
251,205
-21,679
| -8% | -$1.03M | 0.52% | 34 |
|
|
2022
Q4 | $12.8M | Sell |
272,884
-28,924
| -10% | -$1.36M | 0.6% | 33 |
|
|
2022
Q3 | $13.9M | Buy |
301,808
+123,416
| +69% | +$5.69M | 0.73% | 27 |
|
|
2022
Q2 | $8.43M | Buy |
178,392
+49,236
| +38% | +$2.33M | 0.44% | 46 |
|
|
2022
Q1 | $6.11M | Buy |
129,156
+6,450
| +5% | +$305K | 0.3% | 58 |
|
|
2021
Q4 | $6.04M | Sell |
122,706
-6,658
| -5% | -$327K | 0.3% | 58 |
|
|
2021
Q3 | $6.39M | Sell |
129,364
-25,685
| -17% | -$1.27M | 0.36% | 50 |
|
|
2021
Q2 | $7.68M | Buy |
155,049
+11,031
| +8% | +$547K | 0.47% | 40 |
|
|
2021
Q1 | $7.14M | Sell |
144,018
-23,222
| -14% | -$1.15M | 0.57% | 31 |
|
|
2020
Q4 | $8.33M | Sell |
167,240
-5,442
| -3% | -$271K | 0.63% | 32 |
|
|
2020
Q3 | $8.61M | Buy |
172,682
+7,714
| +5% | +$385K | 0.74% | 26 |
|
|
2020
Q2 | $8.23M | Sell |
164,968
-14,377
| -8% | -$717K | 0.77% | 24 |
|
|
2020
Q1 | $8.77M | Buy |
179,345
+5,178
| +3% | +$253K | 0.96% | 20 |
|
|
2019
Q4 | $8.55M | Sell |
174,167
-10,550
| -6% | -$518K | 0.94% | 18 |
|
|
2019
Q3 | $9.05M | Sell |
184,717
-18,265
| -9% | -$895K | 1.1% | 16 |
|
|
2019
Q2 | $9.93M | Sell |
202,982
-15,816
| -7% | -$774K | 1.29% | 13 |
|
|
2019
Q1 | $10.6M | Sell |
218,798
-2,972
| -1% | -$144K | 1.54% | 10 |
|
|
2018
Q4 | $10.7M | Buy |
221,770
+1,330
| +0.6% | +$63.9K | 1.81% | 9 |
|
|
2018
Q3 | $10.5M | Sell |
220,440
-24,170
| -10% | -$1.15M | 1.86% | 11 |
|
|
2018
Q2 | $11.7M | Buy |
244,610
+66,371
| +37% | +$3.19M | 2.2% | 8 |
|
|
2018
Q1 | $8.52M | Sell |
178,239
-28,460
| -14% | -$1.36M | 1.68% | 11 |
|
|
2017
Q4 | $9.9M | Buy |
206,699
+37,604
| +22% | +$1.8M | 2.12% | 9 |
|
|
2017
Q3 | $8.22M | Buy |
169,095
+688
| +0.4% | +$33.4K | 1.9% | 10 |
|
|
2017
Q2 | $8.17M | Sell |
168,407
-12,056
| -7% | -$585K | 1.99% | 10 |
|
|
2017
Q1 | $8.74M | Buy |
180,463
+9,763
| +6% | +$473K | 2.18% | 10 |
|
|
2016
Q4 | $8.18M | Buy |
170,700
+130,368
| +323% | +$6.25M | 2.01% | 10 |
|
|
2016
Q3 | $1.97M | Buy |
40,332
+216
| +0.5% | +$10.6K | 0.51% | 25 |
|
|
2016
Q2 | $1.97M | Buy |
40,116
+2,446
| +6% | +$120K | 0.52% | 22 |
|
|
2016
Q1 | $1.84M | Sell |
37,670
-37,873
| -50% | -$1.85M | 0.44% | 30 |
|
|
2015
Q4 | $1.84M | Sell |
75,543
-1,526
| -2% | -$37.2K | 0.45% | 24 |
|
|
2015
Q3 | $1.88M | Buy |
77,069
+17,101
| +29% | +$416K | 0.44% | 32 |
|
|
2015
Q2 | $1.46M | Buy |
59,968
+81
| +0.1% | +$1.97K | 0.34% | 39 |
|
|
2015
Q1 | $1.46M | Sell |
59,887
-5,409
| -8% | -$132K | 0.35% | 39 |
|
|
2014
Q4 | $1.59M | Buy |
65,296
+5,161
| +9% | +$125K | 0.39% | 36 |
|
|
2014
Q3 | $1.47M | Buy |
60,135
+5,009
| +9% | +$122K | 0.36% | 40 |
|
|
2014
Q2 | $1.34M | Buy |
55,126
+7,361
| +15% | +$179K | 0.33% | 41 |
|
|
2014
Q1 | $1.16M | Buy |
47,765
+93
| +0.2% | +$2.26K | 0.31% | 42 |
|
|
2013
Q4 | $1.16M | Buy |
47,672
+18,614
| +64% | +$452K | 0.33% | 41 |
|
|
2013
Q3 | $704K | Buy |
29,058
+6,541
| +29% | +$158K | 0.22% | 48 |
|
|
2013
Q2 | $538K | Buy |
+22,517
| New | +$538K | 0.18% | 51 |
|