Fidelity Investments’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 | $1.1M | Buy |
23,071
+2,158
| +10% | +$103K | ﹤0.01% | 2685 |
|
|
2025
Q1 | $995K | Buy |
20,913
+2,936
| +16% | +$140K | ﹤0.01% | 2679 |
|
|
2024
Q4 | $852K | Buy |
17,977
+12,335
| +219% | +$585K | ﹤0.01% | 2722 |
|
|
2024
Q3 | $272K | Sell |
5,642
-2,953
| -34% | -$142K | ﹤0.01% | 3085 |
|
|
2024
Q2 | $406K | Buy |
8,595
+2,683
| +45% | +$127K | ﹤0.01% | 2800 |
|
|
2024
Q1 | $280K | Buy |
5,912
+1,174
| +25% | +$55.7K | ﹤0.01% | 2911 |
|
|
2023
Q4 | $226K | Buy |
4,738
+2,166
| +84% | +$104K | ﹤0.01% | 2928 |
|
|
2023
Q3 | $119K | Sell |
2,572
-843
| -25% | -$39K | ﹤0.01% | 3049 |
|
|
2023
Q2 | $161K | Sell |
3,415
-805
| -19% | -$37.9K | ﹤0.01% | 3009 |
|
|
2023
Q1 | $201K | Sell |
4,220
-4,472
| -51% | -$213K | ﹤0.01% | 2980 |
|
|
2022
Q4 | $408K | Buy |
8,692
+8,018
| +1,190% | +$377K | ﹤0.01% | 2782 |
|
|
2022
Q3 | $31K | Sell |
674
-370
| -35% | -$17K | ﹤0.01% | 3668 |
|
|
2022
Q2 | $49K | Sell |
1,044
-13,632
| -93% | -$640K | ﹤0.01% | 3582 |
|
|
2022
Q1 | $695K | Sell |
14,676
-15,337
| -51% | -$726K | ﹤0.01% | 2881 |
|
|
2021
Q4 | $1.48M | Buy |
30,013
+2,890
| +11% | +$142K | ﹤0.01% | 2621 |
|
|
2021
Q3 | $1.34M | Buy |
27,123
+1,414
| +6% | +$69.9K | ﹤0.01% | 2646 |
|
|
2021
Q2 | $1.27M | Buy |
25,709
+6,649
| +35% | +$329K | ﹤0.01% | 2622 |
|
|
2021
Q1 | $945K | Buy |
19,060
+2,080
| +12% | +$103K | ﹤0.01% | 2592 |
|
|
2020
Q4 | $845K | Buy |
16,980
+57
| +0.3% | +$2.84K | ﹤0.01% | 2560 |
|
|
2020
Q3 | $844K | Buy |
16,923
+740
| +5% | +$36.9K | ﹤0.01% | 2450 |
|
|
2020
Q2 | $807K | Sell |
16,183
-1,802
| -10% | -$89.9K | ﹤0.01% | 2433 |
|
|
2020
Q1 | $879K | Buy |
17,985
+5,823
| +48% | +$285K | ﹤0.01% | 2347 |
|
|
2019
Q4 | $597K | Buy |
12,162
+3,464
| +40% | +$170K | ﹤0.01% | 2470 |
|
|
2019
Q3 | $426K | Buy |
8,698
+4,608
| +113% | +$226K | ﹤0.01% | 2539 |
|
|
2019
Q2 | $200K | Buy |
4,090
+1,037
| +34% | +$50.7K | ﹤0.01% | 2641 |
|
|
2019
Q1 | $148K | Buy |
3,053
+1,288
| +73% | +$62.4K | ﹤0.01% | 2623 |
|
|
2018
Q4 | $85K | Buy |
1,765
+421
| +31% | +$20.3K | ﹤0.01% | 2661 |
|
|
2018
Q3 | $64K | Buy |
+1,344
| New | +$64K | ﹤0.01% | 2784 |
|
|
2016
Q4 | – | Sell |
-7,768
| Closed | -$379K | – | 2707 |
|
|
2016
Q3 | $379K | Sell |
7,768
-28,736
| -79% | -$1.4M | ﹤0.01% | 2568 |
|
|
2016
Q2 | $1.79M | Buy |
36,504
+345
| +1% | +$16.9K | ﹤0.01% | 2401 |
|
|
2016
Q1 | $1.77M | Buy |
36,159
+873
| +2% | +$42.6K | ﹤0.01% | 2414 |
|
|
2015
Q4 | $1.72M | Buy |
35,286
+4,537
| +15% | +$221K | ﹤0.01% | 2452 |
|
|
2015
Q3 | $1.5M | Buy |
30,749
+24,049
| +359% | +$1.17M | ﹤0.01% | 2469 |
|
|
2015
Q2 | $325K | Buy |
6,700
+1,555
| +30% | +$75.4K | ﹤0.01% | 2654 |
|
|
2015
Q1 | $250K | Hold |
5,145
| – | – | ﹤0.01% | 2707 |
|
|
2014
Q4 | $250K | Sell |
5,145
-167
| -3% | -$8.12K | ﹤0.01% | 2727 |
|
|
2014
Q3 | $259K | Sell |
5,312
-1,314
| -20% | -$64.1K | ﹤0.01% | 2718 |
|
|
2014
Q2 | $322K | Sell |
6,626
-801
| -11% | -$38.9K | ﹤0.01% | 2656 |
|
|
2014
Q1 | $360K | Buy |
7,427
+3,012
| +68% | +$146K | ﹤0.01% | 2577 |
|
|
2013
Q4 | $214K | Buy |
+4,415
| New | +$214K | ﹤0.01% | 2580 |
|