Kestra Private Wealth Services’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 | $470K | Sell |
9,828
-5,994
| -38% | -$287K | 0.01% | 1062 |
|
|
2025
Q1 | $753K | Sell |
15,822
-10,033
| -39% | -$478K | 0.01% | 787 |
|
|
2024
Q4 | $1.23M | Sell |
25,855
-17,867
| -41% | -$847K | 0.02% | 577 |
|
|
2024
Q3 | $2.1M | Sell |
43,722
-13,373
| -23% | -$644K | 0.04% | 409 |
|
|
2024
Q2 | $2.69M | Sell |
57,095
-583
| -1% | -$27.5K | 0.05% | 320 |
|
|
2024
Q1 | $2.74M | Buy |
57,678
+10,962
| +23% | +$520K | 0.06% | 303 |
|
|
2023
Q4 | $2.23M | Buy |
46,716
+37,278
| +395% | +$1.78M | 0.06% | 326 |
|
|
2023
Q3 | $436K | Sell |
9,438
-2,338
| -20% | -$108K | 0.01% | 714 |
|
|
2023
Q2 | $554K | Buy |
11,776
+2,111
| +22% | +$99.3K | 0.02% | 603 |
|
|
2023
Q1 | $460K | Sell |
9,665
-716
| -7% | -$34K | 0.02% | 628 |
|
|
2022
Q4 | $488K | Buy |
10,381
+5,855
| +129% | +$275K | 0.02% | 531 |
|
|
2022
Q3 | $209K | Sell |
4,526
-1,025
| -18% | -$47.3K | 0.01% | 776 |
|
|
2022
Q2 | $262K | Sell |
5,551
-2,078
| -27% | -$98.1K | 0.02% | 698 |
|
|
2022
Q1 | $361K | Sell |
7,629
-21,697
| -74% | -$1.03M | 0.02% | 684 |
|
|
2021
Q4 | $1.44M | Buy |
29,326
+23,578
| +410% | +$1.16M | 0.07% | 300 |
|
|
2021
Q3 | $284K | Buy |
+5,748
| New | +$284K | 0.02% | 730 |
|