Equitable Holdings’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 | $1.58M | Buy |
33,056
+11,301
| +52% | +$541K | 0.01% | 654 |
|
|
2025
Q1 | $1.04M | Sell |
21,755
-3,342
| -13% | -$159K | 0.01% | 699 |
|
|
2024
Q4 | $1.19M | Buy |
25,097
+1,018
| +4% | +$48.2K | 0.01% | 631 |
|
|
2024
Q3 | $1.16M | Buy |
24,079
+620
| +3% | +$29.8K | 0.01% | 640 |
|
|
2024
Q2 | $1.11M | Sell |
23,459
-1,609
| -6% | -$75.9K | 0.01% | 627 |
|
|
2024
Q1 | $1.19M | Sell |
25,068
-6,893
| -22% | -$327K | 0.01% | 575 |
|
|
2023
Q4 | $1.53M | Buy |
31,961
+3,498
| +12% | +$167K | 0.02% | 479 |
|
|
2023
Q3 | $1.32M | Sell |
28,463
-8,852
| -24% | -$409K | 0.02% | 466 |
|
|
2023
Q2 | $1.76M | Buy |
37,315
+5,624
| +18% | +$265K | 0.03% | 379 |
|
|
2023
Q1 | $1.51M | Buy |
31,691
+4,001
| +14% | +$190K | 0.02% | 390 |
|
|
2022
Q4 | $1.3M | Buy |
27,690
+1,825
| +7% | +$85.7K | 0.02% | 383 |
|
|
2022
Q3 | $1.19M | Buy |
25,865
+828
| +3% | +$38.2K | 0.02% | 368 |
|
|
2022
Q2 | $1.18M | Buy |
25,037
+15,944
| +175% | +$753K | 0.02% | 371 |
|
|
2022
Q1 | $430K | Buy |
+9,093
| New | +$430K | 0.01% | 613 |
|
|
2021
Q4 | – | Sell |
-143,061
| Closed | -$7.07M | – | 885 |
|
|
2021
Q3 | $7.07M | Buy |
143,061
+1,624
| +1% | +$80.2K | 0.12% | 120 |
|
|
2021
Q2 | $7.01M | Sell |
141,437
-26,220
| -16% | -$1.3M | 0.12% | 115 |
|
|
2021
Q1 | $8.31M | Buy |
167,657
+59,458
| +55% | +$2.95M | 0.18% | 95 |
|
|
2020
Q4 | $5.39M | Buy |
108,199
+80,825
| +295% | +$4.02M | 0.12% | 119 |
|
|
2020
Q3 | $1.37M | Hold |
27,374
| – | – | 0.04% | 262 |
|
|
2020
Q2 | $1.37M | Buy |
+27,374
| New | +$1.37M | 0.04% | 257 |
|
|
2020
Q1 | – | Sell |
-26,962
| Closed | -$1.32M | – | 628 |
|
|
2019
Q4 | $1.32M | Buy |
+26,962
| New | +$1.32M | 0.04% | 255 |
|