Kovitz Investment Group Partners’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 | $588K | Sell |
12,297
-4,081
| -25% | -$195K | ﹤0.01% | 927 |
|
|
2025
Q1 | $780K | Sell |
16,378
-5,018
| -23% | -$239K | ﹤0.01% | 798 |
|
|
2024
Q4 | $1.01M | Buy |
21,396
+1,051
| +5% | +$49.8K | 0.01% | 712 |
|
|
2024
Q3 | $973K | Sell |
20,345
-12,751
| -39% | -$610K | 0.01% | 631 |
|
|
2024
Q2 | $1.56M | Buy |
33,096
+93
| +0.3% | +$4.39K | 0.01% | 462 |
|
|
2024
Q1 | $1.57M | Buy |
+33,003
| New | +$1.57M | 0.02% | 331 |
|