Global Retirement Partners’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 | $1.62M | Buy |
+33,910
| New | +$1.62M | 0.04% | 386 |
|
|
2024
Q4 | $905K | Buy |
19,103
+2,738
| +17% | +$130K | 0.03% | 475 |
|
|
2024
Q3 | $788K | Buy |
16,365
+1,397
| +9% | +$67.3K | 0.02% | 500 |
|
|
2024
Q2 | $706K | Buy |
14,968
+3,325
| +29% | +$157K | 0.02% | 515 |
|
|
2024
Q1 | $552K | Buy |
11,643
+3,697
| +47% | +$175K | 0.02% | 511 |
|
|
2023
Q4 | $378K | Buy |
7,946
+3,742
| +89% | +$178K | 0.02% | 554 |
|
|
2023
Q3 | $194K | Buy |
4,204
+597
| +17% | +$27.6K | 0.01% | 676 |
|
|
2023
Q2 | $170K | Sell |
3,607
-50
| -1% | -$2.35K | 0.01% | 753 |
|
|
2023
Q1 | $172K | Buy |
3,657
+775
| +27% | +$36.6K | 0.01% | 724 |
|
|
2022
Q4 | $135K | Buy |
2,882
+949
| +49% | +$44.6K | 0.01% | 716 |
|
|
2022
Q3 | $89K | Buy |
1,933
+433
| +29% | +$19.9K | 0.01% | 822 |
|
|
2022
Q2 | $71K | Hold |
1,500
| – | – | 0.01% | 868 |
|
|
2022
Q1 | $70K | Buy |
+1,500
| New | +$70K | 0.01% | 871 |
|
|
2021
Q4 | – | Sell |
-1,500
| Closed | -$74K | – | 1524 |
|
|
2021
Q3 | $74K | Hold |
1,500
| – | – | 0.01% | 736 |
|
|
2021
Q2 | $74K | Hold |
1,500
| – | – | 0.01% | 719 |
|
|
2021
Q1 | $74K | Hold |
1,500
| – | – | 0.01% | 653 |
|
|
2020
Q4 | $75K | Hold |
1,500
| – | – | 0.01% | 602 |
|
|
2020
Q3 | $75K | Hold |
1,500
| – | – | 0.01% | 545 |
|
|
2020
Q2 | $75K | Hold |
1,500
| – | – | 0.01% | 539 |
|
|
2020
Q1 | $73K | Hold |
1,500
| – | – | 0.01% | 487 |
|
|
2019
Q4 | $74K | Hold |
1,500
| – | – | 0.01% | 553 |
|
|
2019
Q3 | $73K | Hold |
1,500
| – | – | 0.01% | 545 |
|
|
2019
Q2 | $73K | Hold |
1,500
| – | – | 0.01% | 524 |
|
|
2019
Q1 | $73K | Hold |
1,500
| – | – | 0.02% | 455 |
|
|
2018
Q4 | $72K | Hold |
1,500
| – | – | 0.02% | 435 |
|
|
2018
Q3 | $72K | Sell |
1,500
-416
| -22% | -$20K | 0.02% | 480 |
|
|
2018
Q2 | $92K | Hold |
1,916
| – | – | 0.02% | 403 |
|
|
2018
Q1 | $92K | Sell |
1,916
-173
| -8% | -$8.31K | 0.03% | 392 |
|
|
2017
Q4 | $100K | Buy |
2,089
+1,500
| +255% | +$71.8K | 0.03% | 363 |
|
|
2017
Q3 | $29K | Hold |
589
| – | – | 0.01% | 551 |
|
|
2017
Q2 | $29K | Buy |
+589
| New | +$29K | 0.01% | 515 |
|