HAIM
Hunter Associates 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 | $3.34M | Sell |
69,891
-33,117
| -32% | -$1.58M | 0.5% | 48 |
|
|
2025
Q1 | $4.91M | Sell |
103,008
-6,799
| -6% | -$324K | 0.76% | 33 |
|
|
2024
Q4 | $5.2M | Sell |
109,807
-12,000
| -10% | -$568K | 0.79% | 28 |
|
|
2024
Q3 | $5.86M | Sell |
121,807
-1,800
| -1% | -$86.6K | 0.91% | 25 |
|
|
2024
Q2 | $5.84M | Hold |
123,607
| – | – | 0.98% | 24 |
|
|
2024
Q1 | $5.87M | Hold |
123,607
| – | – | 0.99% | 24 |
|
|
2023
Q4 | $5.91M | Buy |
123,607
+2,700
| +2% | +$129K | 1.08% | 21 |
|
|
2023
Q3 | $5.59M | Hold |
120,907
| – | – | 1.14% | 23 |
|
|
2023
Q2 | $5.69M | Hold |
120,907
| – | – | 1.11% | 21 |
|
|
2023
Q1 | $5.75M | Hold |
120,907
| – | – | 1.23% | 21 |
|
|
2022
Q4 | $5.67M | Sell |
120,907
-4,000
| -3% | -$188K | 1.37% | 20 |
|
|
2022
Q3 | $5.75M | Hold |
124,907
| – | – | 1.49% | 16 |
|
|
2022
Q2 | $5.9M | Buy |
124,907
+15,559
| +14% | +$735K | 1.46% | 17 |
|
|
2022
Q1 | $5.18M | Hold |
109,348
| – | – | 1.67% | 17 |
|
|
2021
Q4 | $5.38M | Sell |
109,348
-7,500
| -6% | -$369K | 1.54% | 15 |
|
|
2021
Q3 | $5.77M | Hold |
116,848
| – | – | 1.85% | 13 |
|
|
2021
Q2 | $5.79M | Sell |
116,848
-29,358
| -20% | -$1.45M | 1.8% | 16 |
|
|
2021
Q1 | $7.25M | Sell |
146,206
-1,292
| -0.9% | -$64K | 1.68% | 14 |
|
|
2020
Q4 | $7.34M | Buy |
147,498
+10,900
| +8% | +$543K | 1.81% | 14 |
|
|
2020
Q3 | $6.81M | Sell |
136,598
-1,300
| -0.9% | -$64.8K | 1.89% | 13 |
|
|
2020
Q2 | $6.88M | Buy |
+137,898
| New | +$6.88M | 2.04% | 11 |
|