Keystone Financial Group (Kentucky)’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
Q1 | – | Sell |
-143,619
| Closed | -$3.8M | – | 407 |
|
|
2024
Q4 | $3.8M | Buy |
143,619
+137,478
| +2,239% | +$3.64M | 0.37% | 58 |
|
|
2024
Q3 | $296K | Buy |
+6,141
| New | +$296K | 0.04% | 281 |
|
|
2024
Q2 | – | Sell |
-7,517
| Closed | -$357K | – | 278 |
|
|
2024
Q1 | $357K | Sell |
7,517
-71
| -0.9% | -$3.37K | 0.05% | 227 |
|
|
2023
Q4 | $363K | Sell |
7,588
-3,046
| -29% | -$146K | 0.06% | 187 |
|
|
2023
Q3 | $492K | Buy |
+10,634
| New | +$492K | 0.08% | 158 |
|