First United Bank & Trust’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 | $46.6K | Buy |
975
+50
| +5% | +$2.39K | 0.02% | 226 |
|
2025
Q1 | $44K | Hold |
925
| – | – | 0.02% | 239 |
|
2024
Q4 | $43.8K | Hold |
925
| – | – | 0.02% | 234 |
|
2024
Q3 | $44.5K | Hold |
925
| – | – | 0.02% | 233 |
|
2024
Q2 | $43.7K | Sell |
925
-250
| -21% | -$11.8K | 0.02% | 237 |
|
2024
Q1 | $55.7K | Sell |
1,175
-2,710
| -70% | -$129K | 0.02% | 227 |
|
2023
Q4 | $186K | Sell |
3,885
-695
| -15% | -$33.2K | 0.07% | 154 |
|
2023
Q3 | $212K | Hold |
4,580
| – | – | 0.1% | 134 |
|
2023
Q2 | $215K | Sell |
4,580
-1,340
| -23% | -$63K | 0.1% | 138 |
|
2023
Q1 | $281K | Hold |
5,920
| – | – | 0.13% | 124 |
|
2022
Q4 | $278K | Sell |
5,920
-1,000
| -14% | -$47K | 0.14% | 120 |
|
2022
Q3 | $319K | Sell |
6,920
-50
| -0.7% | -$2.31K | 0.16% | 117 |
|
2022
Q2 | $329K | Buy |
6,970
+1,550
| +29% | +$73.2K | 0.15% | 116 |
|
2022
Q1 | $256K | Buy |
5,420
+1,100
| +25% | +$52K | 0.1% | 146 |
|
2021
Q4 | $212K | Sell |
4,320
-605
| -12% | -$29.7K | 0.08% | 160 |
|
2021
Q3 | $243K | Sell |
4,925
-3,700
| -43% | -$183K | 0.1% | 150 |
|
2021
Q2 | $427K | Sell |
8,625
-565
| -6% | -$28K | 0.18% | 111 |
|
2021
Q1 | $455K | Buy |
9,190
+2,250
| +32% | +$111K | 0.19% | 101 |
|
2020
Q4 | $346K | Sell |
6,940
-5,785
| -45% | -$288K | 0.17% | 102 |
|
2020
Q3 | $634K | Sell |
12,725
-2,185
| -15% | -$109K | 0.36% | 77 |
|
2020
Q2 | $743K | Buy |
14,910
+275
| +2% | +$13.7K | 0.44% | 71 |
|
2020
Q1 | $716K | Sell |
14,635
-500
| -3% | -$24.5K | 0.51% | 66 |
|
2019
Q4 | $743K | Buy |
15,135
+960
| +7% | +$47.1K | 0.43% | 72 |
|
2019
Q3 | $694K | Buy |
14,175
+410
| +3% | +$20.1K | 0.44% | 71 |
|
2019
Q2 | $674K | Sell |
13,765
-50
| -0.4% | -$2.45K | 0.4% | 74 |
|
2019
Q1 | $670K | Sell |
13,815
-160
| -1% | -$7.76K | 0.41% | 76 |
|
2018
Q4 | $672K | Sell |
13,975
-610
| -4% | -$29.3K | 0.47% | 68 |
|
2018
Q3 | $695K | Sell |
14,585
-190
| -1% | -$9.05K | 0.44% | 74 |
|
2018
Q2 | $709K | Buy |
14,775
+100
| +0.7% | +$4.8K | 0.47% | 68 |
|
2018
Q1 | $702K | Buy |
14,675
+3,370
| +30% | +$161K | 0.46% | 68 |
|
2017
Q4 | $542K | Buy |
11,305
+780
| +7% | +$37.4K | 0.35% | 79 |
|
2017
Q3 | $511K | Buy |
10,525
+3,855
| +58% | +$187K | 0.34% | 76 |
|
2017
Q2 | $323K | Buy |
6,670
+320
| +5% | +$15.5K | 0.22% | 93 |
|
2017
Q1 | $308K | Sell |
6,350
-10
| -0.2% | -$485 | 0.22% | 96 |
|
2016
Q4 | $305K | Buy |
6,360
+550
| +9% | +$26.4K | 0.23% | 93 |
|
2016
Q3 | $284K | Buy |
5,810
+985
| +20% | +$48.1K | 0.23% | 83 |
|
2016
Q2 | $237K | Buy |
+4,825
| New | +$237K | 0.21% | 87 |
|