Johnson Financial Group LLC (Colorado)’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 | $879K | Sell |
18,373
-6,335
| -26% | -$303K | 0.08% | 31 |
|
|
2025
Q1 | $1.18M | Sell |
24,708
-2,992
| -11% | -$142K | 0.12% | 31 |
|
|
2024
Q4 | $1.31M | Buy |
27,700
+19,720
| +247% | +$935K | 0.15% | 23 |
|
|
2024
Q3 | $384K | Hold |
7,980
| – | – | 0.05% | 37 |
|
|
2024
Q2 | $377K | Sell |
7,980
-78,787
| -91% | -$3.72M | 0.05% | 34 |
|
|
2024
Q1 | $4.12M | Sell |
86,767
-14,131
| -14% | -$670K | 0.52% | 12 |
|
|
2023
Q4 | $4.82M | Buy |
100,898
+96,021
| +1,969% | +$4.59M | 0.62% | 13 |
|
|
2023
Q3 | $225K | Sell |
4,877
-43
| -0.9% | -$1.99K | 0.03% | 38 |
|
|
2023
Q2 | $231K | Buy |
4,920
+90
| +2% | +$4.24K | 0.03% | 38 |
|
|
2023
Q1 | $230K | Buy |
+4,830
| New | +$230K | 0.03% | 32 |
|
|
2022
Q4 | – | Sell |
-112,022
| Closed | -$5.16M | – | 51 |
|
|
2022
Q3 | $5.16M | Buy |
112,022
+103,227
| +1,174% | +$4.76M | 0.71% | 19 |
|
|
2022
Q2 | $415K | Buy |
+8,795
| New | +$415K | 0.08% | 31 |
|
|
2019
Q1 | – | Sell |
-13,469
| Closed | -$647K | – | 35 |
|
|
2018
Q4 | $647K | Buy |
+13,469
| New | +$647K | 0.35% | 24 |
|
|
2018
Q1 | – | Sell |
-55,544
| Closed | -$2.66M | – | 81 |
|
|
2017
Q4 | $2.66M | Buy |
+55,544
| New | +$2.66M | 2% | 9 |
|
|
2017
Q1 | – | Sell |
-127,230
| Closed | -$6.1M | – | 94 |
|
|
2016
Q4 | $6.1M | Buy |
+127,230
| New | +$6.1M | 4.89% | 6 |
|