FSG
Financial Strategies Group’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $919K | Sell |
19,183
-56
| -0.3% | -$2.68K | 0.19% | 47 |
|
|
2025
Q1 | $907K | Sell |
19,239
-154
| -0.8% | -$7.26K | 0.21% | 47 |
|
|
2024
Q4 | $919K | Buy |
19,393
+556
| +3% | +$26.3K | 0.22% | 44 |
|
|
2024
Q3 | $903K | Sell |
18,837
-116
| -0.6% | -$5.56K | 0.21% | 44 |
|
|
2024
Q2 | $895K | Buy |
18,953
+288
| +2% | +$13.6K | 0.23% | 44 |
|
|
2024
Q1 | $882K | Buy |
18,665
+509
| +3% | +$24.1K | 0.24% | 44 |
|
|
2023
Q4 | $862K | Sell |
18,156
-101
| -0.6% | -$4.8K | 0.25% | 41 |
|
|
2023
Q3 | $845K | Buy |
18,257
+3,547
| +24% | +$164K | 0.27% | 43 |
|
|
2023
Q2 | $692K | Sell |
14,710
-685
| -4% | -$32.2K | 0.22% | 45 |
|
|
2023
Q1 | $732K | Buy |
15,395
+3,434
| +29% | +$163K | 0.28% | 45 |
|
|
2022
Q4 | $562K | Buy |
11,961
+6,788
| +131% | +$319K | 0.23% | 51 |
|
|
2022
Q3 | $238K | Sell |
5,173
-124
| -2% | -$5.71K | 0.11% | 73 |
|
|
2022
Q2 | $250K | Sell |
5,297
-5,077
| -49% | -$240K | 0.1% | 76 |
|
|
2022
Q1 | $491K | Buy |
+10,374
| New | +$491K | 0.2% | 57 |
|