Jones Financial Companies’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
$483K Sell
10,106
-5,012
-33% -$240K ﹤0.01% 1284
2025
Q1
$719K Buy
15,118
+6,977
+86% +$332K ﹤0.01% 982
2024
Q4
$386K Buy
8,141
+2,785
+52% +$132K ﹤0.01% 1097
2024
Q3
$258K Buy
5,356
+1,927
+56% +$92.9K ﹤0.01% 1057
2024
Q2
$162K Buy
+3,429
New +$162K ﹤0.01% 898