Jentner Corp’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 |
-4,984
| Closed | -$237K | – | 55 |
|
|
2025
Q1 | $237K | Sell |
4,984
-9,968
| -67% | -$474K | 0.07% | 51 |
|
|
2024
Q4 | $709K | Hold |
14,952
| – | – | 0.21% | 32 |
|
|
2024
Q3 | $720K | Buy |
14,952
+52
| +0.3% | +$2.5K | 0.22% | 30 |
|
|
2024
Q2 | $703K | Hold |
14,900
| – | – | 0.23% | 27 |
|
|
2024
Q1 | $707K | Hold |
14,900
| – | – | 0.25% | 29 |
|
|
2023
Q4 | $712K | Hold |
14,900
| – | – | 0.28% | 28 |
|
|
2023
Q3 | $689K | Hold |
14,900
| – | – | 0.43% | 24 |
|
|
2023
Q2 | $701K | Hold |
14,900
| – | – | 0.44% | 27 |
|
|
2023
Q1 | $708K | Hold |
14,900
| – | – | 0.48% | 25 |
|
|
2022
Q4 | $700K | Hold |
14,900
| – | – | 0.52% | 23 |
|
|
2022
Q3 | $687K | Hold |
14,900
| – | – | 0.55% | 20 |
|
|
2022
Q2 | $704K | Hold |
14,900
| – | – | 0.53% | 20 |
|
|
2022
Q1 | $705K | Hold |
14,900
| – | – | 0.51% | 15 |
|
|
2021
Q4 | $733K | Hold |
14,900
| – | – | 0.48% | 17 |
|
|
2021
Q3 | $736K | Hold |
14,900
| – | – | 0.5% | 16 |
|
|
2021
Q2 | $738K | Hold |
14,900
| – | – | 0.52% | 15 |
|
|
2021
Q1 | $738K | Buy |
+14,900
| New | +$738K | 0.57% | 12 |
|