EFS
Essex Financial Services’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 | $435K | Sell |
9,092
-1,870
| -17% | -$89.4K | 0.03% | 439 |
|
|
2025
Q1 | $522K | Sell |
10,962
-1,180
| -10% | -$56.2K | 0.04% | 374 |
|
|
2024
Q4 | $575K | Hold |
12,142
| – | – | 0.04% | 347 |
|
|
2024
Q3 | $581K | Buy |
12,142
+895
| +8% | +$42.8K | 0.04% | 348 |
|
|
2024
Q2 | $536K | Buy |
11,247
+6,465
| +135% | +$308K | 0.04% | 363 |
|
|
2024
Q1 | $227K | Sell |
4,782
-1,090
| -19% | -$51.7K | 0.02% | 480 |
|
|
2023
Q4 | $281K | Buy |
5,872
+320
| +6% | +$15.3K | 0.03% | 408 |
|
|
2023
Q3 | $257K | Buy |
+5,552
| New | +$257K | 0.03% | 394 |
|