IFG Advisory’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 | $367K | Sell |
7,678
-2,125
| -22% | -$102K | 0.02% | 547 |
|
|
2025
Q1 | $467K | Hold |
9,803
| – | – | 0.03% | 447 |
|
|
2024
Q4 | $465K | Buy |
+9,803
| New | +$465K | 0.03% | 437 |
|
|
2024
Q3 | – | Sell |
-14,173
| Closed | -$669K | – | 571 |
|
|
2024
Q2 | $669K | Sell |
14,173
-1,417
| -9% | -$66.9K | 0.04% | 348 |
|
|
2024
Q1 | $740K | Sell |
15,590
-2,018
| -11% | -$95.7K | 0.06% | 279 |
|
|
2023
Q4 | $841K | Buy |
17,608
+3,182
| +22% | +$152K | 0.06% | 280 |
|
|
2023
Q3 | $667K | Sell |
14,426
-807
| -5% | -$37.3K | 0.06% | 291 |
|
|
2023
Q2 | $717K | Buy |
15,233
+1,892
| +14% | +$89K | 0.06% | 242 |
|
|
2023
Q1 | $634K | Buy |
13,341
+1,205
| +10% | +$57.3K | 0.06% | 274 |
|
|
2022
Q4 | $570K | Sell |
12,136
-12,911
| -52% | -$606K | 0.06% | 292 |
|
|
2022
Q3 | $1.15M | Buy |
25,047
+9,774
| +64% | +$450K | 0.1% | 198 |
|
|
2022
Q2 | $721K | Sell |
15,273
-550
| -3% | -$26K | 0.08% | 243 |
|
|
2022
Q1 | $748K | Sell |
15,823
-993
| -6% | -$46.9K | 0.08% | 240 |
|
|
2021
Q4 | $827K | Buy |
16,816
+4,117
| +32% | +$202K | 0.08% | 222 |
|
|
2021
Q3 | $627K | Buy |
12,699
+7,662
| +152% | +$378K | 0.07% | 246 |
|
|
2021
Q2 | $249K | Buy |
5,037
+230
| +5% | +$11.4K | 0.03% | 417 |
|
|
2021
Q1 | $238K | Buy |
+4,807
| New | +$238K | 0.03% | 436 |
|