Investment Partners’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 | – | Sell |
-18,269
| Closed | -$870K | – | 160 |
|
|
2025
Q1 | $870K | Sell |
18,269
-1,081
| -6% | -$51.5K | 0.36% | 68 |
|
|
2024
Q4 | $917K | Sell |
19,350
-1,688
| -8% | -$80K | 0.38% | 64 |
|
|
2024
Q3 | $1.01M | Buy |
21,038
+804
| +4% | +$38.7K | 0.42% | 60 |
|
|
2024
Q2 | $955K | Sell |
20,234
-107
| -0.5% | -$5.05K | 0.43% | 58 |
|
|
2024
Q1 | $965K | Hold |
20,341
| – | – | 0.44% | 60 |
|
|
2023
Q4 | $972K | Buy |
20,341
+417
| +2% | +$19.9K | 0.48% | 56 |
|
|
2023
Q3 | $921K | Hold |
19,924
| – | – | 0.48% | 56 |
|
|
2023
Q2 | $937K | Sell |
19,924
-1,053
| -5% | -$49.5K | 0.49% | 57 |
|
|
2023
Q1 | $997K | Sell |
20,977
-781
| -4% | -$37.1K | 0.52% | 56 |
|
|
2022
Q4 | $1.02M | Buy |
21,758
+16,242
| +294% | +$763K | 0.54% | 56 |
|
|
2022
Q3 | $254K | Sell |
5,516
-1,968
| -26% | -$90.6K | 0.08% | 218 |
|
|
2022
Q2 | $354K | Sell |
7,484
-832
| -10% | -$39.4K | 0.17% | 108 |
|
|
2022
Q1 | $394K | Buy |
8,316
+989
| +13% | +$46.9K | 0.17% | 104 |
|
|
2021
Q4 | $360K | Hold |
7,327
| – | – | 0.15% | 117 |
|
|
2021
Q3 | $362K | Hold |
7,327
| – | – | 0.16% | 112 |
|
|
2021
Q2 | $363K | Hold |
7,327
| – | – | 0.17% | 112 |
|
|
2021
Q1 | $363K | Buy |
7,327
+2,153
| +42% | +$107K | 0.18% | 98 |
|
|
2020
Q4 | $258K | Sell |
5,174
-300
| -5% | -$15K | 0.14% | 126 |
|
|
2020
Q3 | $273K | Hold |
5,474
| – | – | 0.16% | 106 |
|
|
2020
Q2 | $273K | Buy |
+5,474
| New | +$273K | 0.16% | 103 |
|
|
2019
Q2 | – | Sell |
-6,074
| Closed | -$294K | – | 153 |
|
|
2019
Q1 | $294K | Buy |
+6,074
| New | +$294K | 0.21% | 100 |
|
|
2015
Q2 | – | Sell |
-1,042
| Closed | -$51K | – | 132 |
|
|
2015
Q1 | $51K | Buy |
+1,042
| New | +$51K | 0.06% | 117 |
|