FIM
Freedom Investment Management’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 | $2.17M | Sell |
45,273
-2,052
| -4% | -$98.1K | 0.17% | 95 |
|
|
2025
Q1 | $2.25M | Sell |
47,325
-24,766
| -34% | -$1.18M | 0.19% | 90 |
|
|
2024
Q4 | $3.42M | Buy |
72,091
+593
| +0.8% | +$28.1K | 0.28% | 61 |
|
|
2024
Q3 | $3.44M | Sell |
71,498
-1,701
| -2% | -$81.9K | 0.27% | 65 |
|
|
2024
Q2 | $3.45M | Buy |
73,199
+1,379
| +2% | +$65.1K | 0.28% | 62 |
|
|
2024
Q1 | $3.41M | Buy |
71,820
+1,607
| +2% | +$76.2K | 0.27% | 64 |
|
|
2023
Q4 | $3.36M | Sell |
70,213
-1,488
| -2% | -$71.1K | 0.27% | 66 |
|
|
2023
Q3 | $3.31M | Sell |
71,701
-4,895
| -6% | -$226K | 0.41% | 44 |
|
|
2023
Q2 | $3.6M | Sell |
76,596
-949
| -1% | -$44.7K | 0.4% | 46 |
|
|
2023
Q1 | $3.69M | Buy |
77,545
+3,484
| +5% | +$166K | 0.42% | 49 |
|
|
2022
Q4 | $3.48M | Sell |
74,061
-11,751
| -14% | -$552K | 0.39% | 55 |
|
|
2022
Q3 | $3.96M | Sell |
85,812
-1,822
| -2% | -$84K | 0.46% | 47 |
|
|
2022
Q2 | $4.14M | Sell |
87,634
-2,768
| -3% | -$131K | 0.44% | 46 |
|
|
2022
Q1 | $4.28M | Buy |
90,402
+2,412
| +3% | +$114K | 0.38% | 62 |
|
|
2021
Q4 | $4.33M | Sell |
87,990
-2,107
| -2% | -$104K | 0.32% | 65 |
|
|
2021
Q3 | $4.45M | Buy |
90,097
+3,632
| +4% | +$179K | 0.34% | 59 |
|
|
2021
Q2 | $4.29M | Buy |
86,465
+3,033
| +4% | +$150K | 0.32% | 63 |
|
|
2021
Q1 | $4.14M | Buy |
+83,432
| New | +$4.14M | 0.32% | 66 |
|
|
2018
Q2 | – | Sell |
-164,320
| Closed | -$7.86M | – | 1105 |
|
|
2018
Q1 | $7.86M | Buy |
164,320
+3,907
| +2% | +$187K | 0.4% | 27 |
|
|
2017
Q4 | $7.69M | Sell |
160,413
-4,615
| -3% | -$221K | 0.39% | 31 |
|
|
2017
Q3 | $8.02M | Sell |
165,028
-2,874
| -2% | -$140K | 0.44% | 26 |
|
|
2017
Q2 | $8.14M | Sell |
167,902
-6,645
| -4% | -$322K | 0.46% | 26 |
|
|
2017
Q1 | $8.46M | Sell |
174,547
-2,704
| -2% | -$131K | 0.49% | 23 |
|
|
2016
Q4 | $8.5M | Sell |
177,251
-5,749
| -3% | -$276K | 0.53% | 18 |
|
|
2016
Q3 | $8.94M | Buy |
183,000
+18,003
| +11% | +$879K | 0.57% | 24 |
|
|
2016
Q2 | $8.1M | Buy |
164,997
+18,183
| +12% | +$892K | 0.55% | 18 |
|
|
2016
Q1 | $7.17M | Sell |
146,814
-83,716
| -36% | -$4.09M | 0.52% | 21 |
|
|
2015
Q4 | $5.62M | Buy |
230,530
+196,250
| +572% | +$4.78M | 0.43% | 26 |
|
|
2015
Q3 | $215K | Sell |
34,280
-154,017
| -82% | -$966K | 0.02% | 593 |
|
|
2015
Q2 | $4.57M | Buy |
188,297
+16,860
| +10% | +$409K | 0.47% | 36 |
|
|
2015
Q1 | $4.17M | Buy |
171,437
+7,160
| +4% | +$174K | 0.46% | 34 |
|
|
2014
Q4 | $3.99M | Buy |
164,277
+340
| +0.2% | +$8.26K | 0.52% | 30 |
|
|
2014
Q3 | $4M | Buy |
163,937
+17,743
| +12% | +$433K | 0.71% | 16 |
|
|
2014
Q2 | $3.56M | Buy |
146,194
+15,664
| +12% | +$381K | 0.6% | 18 |
|
|
2014
Q1 | $3.17M | Buy |
130,530
+6,001
| +5% | +$146K | 0.68% | 16 |
|
|
2013
Q4 | $3.03M | Sell |
124,529
-14,394
| -10% | -$350K | 0.75% | 17 |
|
|
2013
Q3 | $3.37M | Buy |
138,923
+58,318
| +72% | +$1.41M | 0.96% | 16 |
|
|
2013
Q2 | $1.93M | Buy |
+80,605
| New | +$1.93M | 0.66% | 24 |
|