Envestnet Portfolio Solutions’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 | $693K | Sell |
14,480
-4,404
| -23% | -$211K | ﹤0.01% | 949 |
|
|
2025
Q1 | $899K | Sell |
18,884
-1,030
| -5% | -$49K | ﹤0.01% | 830 |
|
|
2024
Q4 | $944K | Buy |
19,914
+72
| +0.4% | +$3.41K | ﹤0.01% | 949 |
|
|
2024
Q3 | $955K | Buy |
19,842
+99
| +0.5% | +$4.77K | ﹤0.01% | 915 |
|
|
2024
Q2 | $932K | Sell |
19,743
-283
| -1% | -$13.4K | ﹤0.01% | 885 |
|
|
2024
Q1 | $950K | Sell |
20,026
-1,691
| -8% | -$80.2K | ﹤0.01% | 852 |
|
|
2023
Q4 | $1.04M | Sell |
21,717
-5,340
| -20% | -$255K | ﹤0.01% | 787 |
|
|
2023
Q3 | $1.25M | Buy |
+27,057
| New | +$1.25M | 0.01% | 690 |
|