IA
IFG Advisors’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 | $444K | Sell |
9,281
-744
| -7% | -$35.6K | 0.07% | 96 |
|
|
2025
Q1 | $477K | Buy |
10,025
+37
| +0.4% | +$1.76K | 0.09% | 85 |
|
|
2024
Q4 | $473K | Buy |
9,988
+40
| +0.4% | +$1.9K | 0.09% | 86 |
|
|
2024
Q3 | $479K | Sell |
9,948
-380
| -4% | -$18.3K | 0.1% | 77 |
|
|
2024
Q2 | $487K | Buy |
10,328
+4
| +0% | +$189 | 0.12% | 75 |
|
|
2024
Q1 | $490K | Buy |
10,324
+78
| +0.8% | +$3.7K | 0.13% | 73 |
|
|
2023
Q4 | $490K | Buy |
10,246
+22
| +0.2% | +$1.05K | 0.14% | 69 |
|
|
2023
Q3 | $473K | Buy |
10,224
+103
| +1% | +$4.76K | 0.17% | 67 |
|
|
2023
Q2 | $476K | Sell |
10,121
-537
| -5% | -$25.3K | 0.17% | 69 |
|
|
2023
Q1 | $507K | Buy |
10,658
+1,042
| +11% | +$49.5K | 0.2% | 61 |
|
|
2022
Q4 | $452K | Sell |
9,616
-1,305
| -12% | -$61.3K | 0.2% | 61 |
|
|
2022
Q3 | $503K | Buy |
10,921
+302
| +3% | +$13.9K | 0.25% | 53 |
|
|
2022
Q2 | $502K | Buy |
10,619
+2,326
| +28% | +$110K | 0.25% | 53 |
|
|
2022
Q1 | $393K | Hold |
8,293
| – | – | 0.17% | 77 |
|
|
2021
Q4 | $408K | Buy |
8,293
+1,385
| +20% | +$68.1K | 0.17% | 72 |
|
|
2021
Q3 | $341K | Sell |
6,908
-327
| -5% | -$16.1K | 0.16% | 76 |
|
|
2021
Q2 | $359K | Buy |
+7,235
| New | +$359K | 0.17% | 76 |
|