Freestone Capital Holdings’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 | $1.43M | Sell |
29,807
-2,579
| -8% | -$123K | 0.05% | 197 |
|
|
2025
Q1 | $1.54M | Hold |
32,386
| – | – | 0.06% | 181 |
|
|
2024
Q4 | $1.53M | Buy |
32,386
+12,196
| +60% | +$578K | 0.05% | 181 |
|
|
2024
Q3 | $972K | Hold |
20,190
| – | – | 0.03% | 216 |
|
|
2024
Q2 | $953K | Sell |
20,190
-2,288
| -10% | -$108K | 0.03% | 216 |
|
|
2024
Q1 | $1.07M | Hold |
22,478
| – | – | 0.04% | 203 |
|
|
2023
Q4 | $1.07M | Buy |
22,478
+10,921
| +94% | +$522K | 0.05% | 190 |
|
|
2023
Q3 | $534K | Sell |
11,557
-2,919
| -20% | -$135K | 0.03% | 234 |
|
|
2023
Q2 | $681K | Sell |
14,476
-13,109
| -48% | -$617K | 0.03% | 230 |
|
|
2023
Q1 | $1.31M | Sell |
27,585
-2,441
| -8% | -$116K | 0.06% | 169 |
|
|
2022
Q4 | $1.41M | Buy |
30,026
+2,502
| +9% | +$118K | 0.06% | 163 |
|
|
2022
Q3 | $1.27M | Sell |
27,524
-8,364
| -23% | -$386K | 0.06% | 183 |
|
|
2022
Q2 | $1.7M | Buy |
+35,888
| New | +$1.7M | 0.06% | 176 |
|