L.J. Altfest & Co’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3M | Sell |
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2025
Q1 | $3.34M | Buy |
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|
2024
Q4 | $3.28M | Sell |
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|
2024
Q3 | $4.3M | Sell |
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|
2024
Q2 | $5.61M | Sell |
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|
2024
Q1 | $8.51M | Sell |
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|
2023
Q4 | $9.31M | Sell |
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|
2023
Q3 | $19.9M | Sell |
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|
2023
Q2 | $21.5M | Buy |
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|
2023
Q1 | $21.4M | Buy |
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|
2022
Q4 | $20.2M | Buy |
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|
2022
Q3 | $18.8M | Buy |
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|
2022
Q2 | $19.2M | Buy |
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|
2022
Q1 | $18.1M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $16.7M | Buy |
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|
2021
Q2 | $13.9M | Buy |
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|
2021
Q1 | $11.8M | Buy |
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|
2020
Q4 | $8.82M | Buy |
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|
2020
Q3 | $6M | Buy |
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|
2020
Q2 | $3.47M | Buy |
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|
2020
Q1 | $1.53M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $2.08M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $204K | Buy |
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|
2017
Q1 | $203K | Buy |
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|
2016
Q4 | $201K | Buy |
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