Ironwood Investment Counsel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,555
| Closed | -$1.09M | – | 209 |
|
|
2021
Q2 | $1.09M | Buy |
2,555
+437
| +21% | +$187K | 0.29% | 78 |
|
|
2021
Q1 | $839K | Sell |
2,118
-2,394
| -53% | -$948K | 0.24% | 81 |
|
|
2020
Q4 | $224K | Hold |
4,512
| – | – | 0.05% | 194 |
|
|
2020
Q3 | $225K | Buy |
+4,512
| New | +$225K | 0.06% | 178 |
|
|
2018
Q4 | – | Sell |
-4,712
| Closed | -$224K | – | 157 |
|
|
2018
Q3 | $224K | Hold |
4,712
| – | – | 0.09% | 143 |
|
|
2018
Q2 | $226K | Sell |
4,712
-1,400
| -23% | -$67.1K | 0.1% | 132 |
|
|
2018
Q1 | $292K | Sell |
6,112
-324
| -5% | -$15.5K | 0.13% | 109 |
|
|
2017
Q4 | $308K | Buy |
6,436
+1,400
| +28% | +$67K | 0.11% | 120 |
|
|
2017
Q3 | $245K | Buy |
+5,036
| New | +$245K | 0.1% | 130 |
|