Evensky & Katz’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $415K | Buy |
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|
2025
Q1 | $372K | Sell |
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|
2024
Q4 | $538K | Buy |
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|
2024
Q3 | $544K | Sell |
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|
2024
Q2 | $561K | Buy |
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|
2024
Q1 | $549K | Buy |
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|
2023
Q4 | $495K | Buy |
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|
2023
Q3 | $461K | Buy |
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|
2023
Q2 | $125K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $7K | Sell |
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|
2022
Q3 | $2.16M | Sell |
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|
2022
Q2 | $2.52M | Buy |
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|
2022
Q1 | $867K | Buy |
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|
2021
Q4 | $761K | Buy |
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|
2021
Q3 | $711K | Buy |
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|
2021
Q2 | $683K | Buy |
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|
2021
Q1 | $463K | Buy |
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|
2020
Q4 | $31K | Sell |
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|
2020
Q3 | $508K | Buy |
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|
2020
Q2 | $145K | Sell |
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|
2020
Q1 | $489K | Buy |
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|
2019
Q4 | $112K | Sell |
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|
2019
Q3 | $114K | Buy |
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|
2019
Q2 | $106K | Sell |
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|
2019
Q1 | $115K | Buy |
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