Idaho Trust Bank’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 | $769K | Sell |
16,087
-1,191
| -7% | -$57K | 0.28% | 65 |
|
|
2025
Q1 | $822K | Hold |
17,278
| – | – | 0.34% | 62 |
|
|
2024
Q4 | $819K | Sell |
17,278
-9,147
| -35% | -$433K | 0.41% | 43 |
|
|
2024
Q3 | $1.27M | Buy |
26,425
+198
| +0.8% | +$9.53K | 0.61% | 40 |
|
|
2024
Q2 | $1.24M | Buy |
+26,227
| New | +$1.24M | 0.63% | 39 |
|
|
2024
Q1 | – | Sell |
-19,060
| Closed | -$911K | – | 142 |
|
|
2023
Q4 | $911K | Sell |
19,060
-20,507
| -52% | -$980K | 0.53% | 43 |
|
|
2023
Q3 | $1.83M | Sell |
39,567
-165
| -0.4% | -$7.63K | 1.19% | 27 |
|
|
2023
Q2 | $1.87M | Buy |
+39,732
| New | +$1.87M | 1.17% | 28 |
|