Evensky & Katz’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 | $415K | Buy |
8,667
+853
| +11% | +$40.8K | 0.03% | 59 |
|
|
2025
Q1 | $372K | Sell |
7,814
-3,536
| -31% | -$168K | 0.03% | 64 |
|
|
2024
Q4 | $538K | Buy |
11,350
+45
| +0.4% | +$2.13K | 0.04% | 61 |
|
|
2024
Q3 | $544K | Sell |
11,305
-580
| -5% | -$27.9K | 0.04% | 61 |
|
|
2024
Q2 | $561K | Buy |
11,885
+314
| +3% | +$14.8K | 0.04% | 60 |
|
|
2024
Q1 | $549K | Buy |
11,571
+1,212
| +12% | +$57.5K | 0.04% | 61 |
|
|
2023
Q4 | $495K | Buy |
10,359
+378
| +4% | +$18.1K | 0.04% | 60 |
|
|
2023
Q3 | $461K | Buy |
9,981
+7,331
| +277% | +$339K | 0.04% | 57 |
|
|
2023
Q2 | $125K | Buy |
+2,650
| New | +$125K | 0.01% | 73 |
|
|
2023
Q1 | – | Sell |
-150
| Closed | -$7K | – | 89 |
|
|
2022
Q4 | $7K | Sell |
150
-46,683
| -100% | -$2.18M | ﹤0.01% | 85 |
|
|
2022
Q3 | $2.16M | Sell |
46,833
-6,484
| -12% | -$299K | 0.26% | 32 |
|
|
2022
Q2 | $2.52M | Buy |
53,317
+35,007
| +191% | +$1.65M | 0.29% | 29 |
|
|
2022
Q1 | $867K | Buy |
18,310
+2,839
| +18% | +$134K | 0.09% | 48 |
|
|
2021
Q4 | $761K | Buy |
15,471
+1,077
| +7% | +$53K | 0.07% | 49 |
|
|
2021
Q3 | $711K | Buy |
14,394
+610
| +4% | +$30.1K | 0.07% | 48 |
|
|
2021
Q2 | $683K | Buy |
13,784
+4,436
| +47% | +$220K | 0.07% | 49 |
|
|
2021
Q1 | $463K | Buy |
9,348
+8,726
| +1,403% | +$432K | 0.05% | 48 |
|
|
2020
Q4 | $31K | Sell |
622
-9,565
| -94% | -$477K | ﹤0.01% | 68 |
|
|
2020
Q3 | $508K | Buy |
10,187
+7,273
| +250% | +$363K | 0.07% | 51 |
|
|
2020
Q2 | $145K | Sell |
2,914
-7,095
| -71% | -$353K | 0.02% | 62 |
|
|
2020
Q1 | $489K | Buy |
10,009
+7,714
| +336% | +$377K | 0.08% | 54 |
|
|
2019
Q4 | $112K | Sell |
2,295
-32
| -1% | -$1.56K | 0.02% | 77 |
|
|
2019
Q3 | $114K | Buy |
2,327
+162
| +7% | +$7.94K | 0.02% | 87 |
|
|
2019
Q2 | $106K | Sell |
2,165
-220
| -9% | -$10.8K | 0.01% | 85 |
|
|
2019
Q1 | $115K | Buy |
+2,385
| New | +$115K | 0.02% | 88 |
|