FC Advisory’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
$1.63M Buy
33,978
+180
+0.5% +$8.61K 0.5% 35
2025
Q1
$1.61M Buy
33,798
+126
+0.4% +$6K 0.54% 34
2024
Q4
$1.6M Buy
33,672
+233
+0.7% +$11K 0.53% 34
2024
Q3
$1.61M Buy
33,439
+156
+0.5% +$7.51K 0.54% 34
2024
Q2
$1.57M Sell
33,283
-2
-0% -$94 0.58% 32
2024
Q1
$1.58M Sell
33,285
-562
-2% -$26.7K 0.58% 32
2023
Q4
$1.62M Buy
33,847
+131
+0.4% +$6.26K 0.63% 31
2023
Q3
$1.56M Buy
33,716
+77
+0.2% +$3.56K 0.66% 31
2023
Q2
$1.58M Buy
33,639
+67
+0.2% +$3.15K 0.65% 30
2023
Q1
$1.6M Buy
33,572
+45
+0.1% +$2.14K 0.71% 29
2022
Q4
$1.58M Buy
33,527
+14,834
+79% +$697K 0.74% 26
2022
Q3
$862K Buy
+18,693
New +$862K 0.44% 40