Global Retirement Partners’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.03M | Buy |
|
|||||
|
2025
Q2 | $1.62M | Buy |
|
|||||
|
2024
Q4 | $905K | Buy |
|
|||||
|
2024
Q3 | $788K | Buy |
|
|||||
|
2024
Q2 | $706K | Buy |
|
|||||
|
2024
Q1 | $552K | Buy |
|
|||||
|
2023
Q4 | $378K | Buy |
|
|||||
|
2023
Q3 | $194K | Buy |
|
|||||
|
2023
Q2 | $170K | Sell |
|
|||||
|
2023
Q1 | $172K | Buy |
|
|||||
|
2022
Q4 | $135K | Buy |
|
|||||
|
2022
Q3 | $89K | Buy |
|
|||||
|
2022
Q2 | $71K | Hold |
|
|||||
|
2022
Q1 | $70K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $74K | Hold |
|
|||||
|
2021
Q2 | $74K | Hold |
|
|||||
|
2021
Q1 | $74K | Hold |
|
|||||
|
2020
Q4 | $75K | Hold |
|
|||||
|
2020
Q3 | $75K | Hold |
|
|||||
|
2020
Q2 | $75K | Hold |
|
|||||
|
2020
Q1 | $73K | Hold |
|
|||||
|
2019
Q4 | $74K | Hold |
|
|||||
|
2019
Q3 | $73K | Hold |
|
|||||
|
2019
Q2 | $73K | Hold |
|
|||||
|
2019
Q1 | $73K | Hold |
|
|||||
|
2018
Q4 | $72K | Hold |
|
|||||
|
2018
Q3 | $72K | Sell |
|
|||||
|
2018
Q2 | $92K | Hold |
|
|||||
|
2018
Q1 | $92K | Sell |
|
|||||
|
2017
Q4 | $100K | Buy |
|
|||||
|
2017
Q3 | $29K | Hold |
|
|||||
|
2017
Q2 | $29K | Buy |
|