Financial Engines Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $32M | Buy |
668,321
+3,359
| +0.5% | +$162K | 0.06% | 67 |
|
|
2025
Q4 | $31.9M | Sell |
664,962
-8,395
| -1% | -$403K | 0.06% | 68 |
|
|
2025
Q3 | $32.5M | Buy |
673,357
+13,047
| +2% | +$628K | 0.06% | 67 |
|
|
2025
Q2 | $31.6M | Sell |
660,310
-1,824
| -0.3% | -$86.5K | 0.06% | 64 |
|
|
2025
Q1 | $31.5M | Sell |
662,134
-20,390
| -3% | -$971K | 0.07% | 60 |
|
|
2024
Q4 | $32.3M | Sell |
682,524
-40,363
| -6% | -$1.93M | 0.07% | 59 |
|
|
2024
Q3 | $34.8M | Sell |
722,887
-36,008
| -5% | -$1.72M | 0.07% | 56 |
|
|
2024
Q2 | $35.8M | Sell |
758,895
-1,916
| -0.3% | -$90.3K | 0.08% | 53 |
|
|
2024
Q1 | $36.1M | Sell |
760,811
-6,152
| -0.8% | -$293K | 0.08% | 52 |
|
|
2023
Q4 | $36.7M | Buy |
766,963
+2,547
| +0.3% | +$119K | 0.09% | 51 |
|
|
2023
Q3 | $35.3M | Sell |
764,416
-17,141
| -2% | -$803K | 0.09% | 52 |
|
|
2023
Q2 | $36.8M | Buy |
781,557
+5,339
| +0.7% | +$251K | 0.09% | 53 |
|
|
2023
Q1 | $36.9M | Sell |
776,218
-48,235
| -6% | -$2.28M | 0.1% | 53 |
|
|
2022
Q4 | $38.7M | Sell |
824,453
-281,390
| -25% | -$13.1M | 0.11% | 60 |
|
|
2022
Q3 | $51M | Sell |
1,105,843
-46,362
| -4% | -$2.19M | 0.17% | 45 |
|
|
2022
Q2 | $54.5M | Sell |
1,152,205
-72,540
| -6% | -$3.41M | 0.17% | 46 |
|
|
2022
Q1 | $58M | Sell |
1,224,745
-16,242
| -1% | -$783K | 0.15% | 46 |
|
|
2021
Q4 | $61M | Buy |
1,240,987
+37,397
| +3% | +$1.84M | 0.16% | 47 |
|
|
2021
Q3 | $59.5M | Buy |
1,203,590
+22,420
| +2% | +$1.11M | 0.18% | 46 |
|
|
2021
Q2 | $58.5M | Buy |
1,181,170
+83,489
| +8% | +$4.14M | 0.17% | 46 |
|
|
2021
Q1 | $54.4M | Buy |
1,097,681
+42,833
| +4% | +$2.13M | 0.17% | 46 |
|
|
2020
Q4 | $52.5M | Buy |
1,054,848
+105,222
| +11% | +$5.24M | 0.18% | 46 |
|
|
2020
Q3 | $47.4M | Buy |
949,626
+142,905
| +18% | +$7.14M | 0.19% | 47 |
|
|
2020
Q2 | $40.2M | Buy |
806,721
+417,473
| +107% | +$20.6M | 0.18% | 46 |
|
|
2020
Q1 | $19M | Buy |
389,248
+8,175
| +2% | +$400K | 0.1% | 45 |
|
|
2019
Q4 | $18.7M | Buy |
381,073
+27,814
| +8% | +$1.36M | 0.09% | 42 |
|
|
2019
Q3 | $17.3M | Buy |
353,259
+93,253
| +36% | +$4.58M | 0.09% | 39 |
|
|
2019
Q2 | $12.7M | Buy |
260,006
+28,450
| +12% | +$1.38M | 0.07% | 39 |
|
|
2019
Q1 | $11.2M | Buy |
+231,556
| New | +$11.2M | 0.06% | 39 |
|
|
2018
Q4 | – | Sell |
-179,299
| Closed | -$8.55M | – | 170 |
|
|
2018
Q3 | $8.55M | Buy |
179,299
+55,679
| +45% | +$2.67M | 0.16% | 21 |
|
|
2018
Q2 | $5.93M | Buy |
123,620
+49,530
| +67% | +$2.37M | 0.14% | 23 |
|
|
2018
Q1 | $3.54M | Buy |
74,090
+34,034
| +85% | +$1.63M | 0.1% | 28 |
|
|
2017
Q4 | $1.92M | Sell |
40,056
-26,430
| -40% | -$1.28M | 0.06% | 34 |
|
|
2017
Q3 | $3.23M | Buy |
+66,486
| New | +$3.24M | 0.11% | 26 |
|
Other funds holding SHM
QC
UCFA