Howe & Rusling’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 | $1.03M | Sell |
21,431
-859
| -4% | -$41.1K | 0.08% | 126 |
|
|
2025
Q1 | $1.06M | Buy |
22,290
+1,314
| +6% | +$62.5K | 0.09% | 116 |
|
|
2024
Q4 | $994K | Buy |
20,976
+23
| +0.1% | +$1.09K | 0.09% | 113 |
|
|
2024
Q3 | $1.01M | Buy |
20,953
+246
| +1% | +$11.8K | 0.09% | 115 |
|
|
2024
Q2 | $977K | Buy |
20,707
+2,144
| +12% | +$101K | 0.09% | 113 |
|
|
2024
Q1 | $881K | Buy |
18,563
+1,916
| +12% | +$90.9K | 0.08% | 121 |
|
|
2023
Q4 | $796K | Sell |
16,647
-4,703
| -22% | -$225K | 0.08% | 117 |
|
|
2023
Q3 | $987K | Buy |
21,350
+292
| +1% | +$13.5K | 0.12% | 109 |
|
|
2023
Q2 | $991K | Sell |
21,058
-751
| -3% | -$35.3K | 0.11% | 112 |
|
|
2023
Q1 | $1.04M | Buy |
21,809
+8,145
| +60% | +$387K | 0.12% | 109 |
|
|
2022
Q4 | $642K | Sell |
13,664
-3,383
| -20% | -$159K | 0.08% | 117 |
|
|
2022
Q3 | $786K | Buy |
17,047
+616
| +4% | +$28.4K | 0.1% | 109 |
|
|
2022
Q2 | $777K | Buy |
16,431
+14
| +0.1% | +$662 | 0.1% | 111 |
|
|
2022
Q1 | $777K | Buy |
16,417
+3,144
| +24% | +$149K | 0.09% | 112 |
|
|
2021
Q4 | $653K | Buy |
13,273
+2,709
| +26% | +$133K | 0.08% | 119 |
|
|
2021
Q3 | $522K | Buy |
10,564
+783
| +8% | +$38.7K | 0.07% | 120 |
|
|
2021
Q2 | $485K | Buy |
9,781
+3,226
| +49% | +$160K | 0.06% | 118 |
|
|
2021
Q1 | $325K | Sell |
6,555
-450
| -6% | -$22.3K | 0.04% | 134 |
|
|
2020
Q4 | $349K | Buy |
7,005
+564
| +9% | +$28.1K | 0.05% | 121 |
|
|
2020
Q3 | $321K | Buy |
6,441
+142
| +2% | +$7.08K | 0.06% | 119 |
|
|
2020
Q2 | $314K | Buy |
6,299
+594
| +10% | +$29.6K | 0.06% | 112 |
|
|
2020
Q1 | $279K | Hold |
5,705
| – | – | 0.06% | 125 |
|
|
2019
Q4 | $280K | Buy |
5,705
+580
| +11% | +$28.5K | 0.05% | 164 |
|
|
2019
Q3 | $251K | Buy |
5,125
+1,275
| +33% | +$62.4K | 0.04% | 174 |
|
|
2019
Q2 | $188K | Buy |
3,850
+750
| +24% | +$36.6K | 0.03% | 197 |
|
|
2019
Q1 | $150K | Buy |
+3,100
| New | +$150K | 0.03% | 208 |
|