MBM Wealth Consultants’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 |
-8,555
| Closed | -$406K | – | 108 |
|
|
2024
Q4 | $406K | Sell |
8,555
-74,874
| -90% | -$3.55M | 0.12% | 71 |
|
|
2024
Q3 | $4.02M | Buy |
83,429
+15,084
| +22% | +$726K | 1.27% | 13 |
|
|
2024
Q2 | $3.23M | Buy |
68,345
+7,554
| +12% | +$357K | 1.1% | 13 |
|
|
2024
Q1 | $2.88M | Buy |
60,791
+5,342
| +10% | +$253K | 1.01% | 13 |
|
|
2023
Q4 | $2.64M | Buy |
55,449
+15,442
| +39% | +$735K | 0.99% | 13 |
|
|
2023
Q3 | $1.86M | Sell |
40,007
-3,217
| -7% | -$149K | 0.81% | 17 |
|
|
2023
Q2 | $2.03M | Sell |
43,224
-16,271
| -27% | -$764K | 0.87% | 16 |
|
|
2023
Q1 | $2.69M | Hold |
59,495
| – | – | 1.1% | 15 |
|
|
2022
Q4 | $2.8M | Sell |
59,495
-4,214
| -7% | -$198K | 1.29% | 15 |
|
|
2022
Q3 | $2.94M | Sell |
63,709
-4,968
| -7% | -$229K | 1.42% | 13 |
|
|
2022
Q2 | $3.25M | Sell |
68,677
-2,029
| -3% | -$95.9K | 1.59% | 15 |
|
|
2022
Q1 | $3.35M | Buy |
70,706
+1,359
| +2% | +$64.3K | 1.39% | 21 |
|
|
2021
Q4 | $3.41M | Buy |
69,347
+10,205
| +17% | +$502K | 1.42% | 25 |
|
|
2021
Q3 | $2.92M | Buy |
59,142
+1,629
| +3% | +$80.5K | 1.33% | 25 |
|
|
2021
Q2 | $2.85M | Buy |
57,513
+2,106
| +4% | +$104K | 1.34% | 23 |
|
|
2021
Q1 | $2.75M | Buy |
55,407
+1,126
| +2% | +$55.8K | 1.39% | 22 |
|
|
2020
Q4 | $2.7M | Buy |
54,281
+7,672
| +16% | +$382K | 1.47% | 23 |
|
|
2020
Q3 | $2.32M | Buy |
46,609
+869
| +2% | +$43.3K | 1.48% | 21 |
|
|
2020
Q2 | $2.28M | Sell |
45,740
-321
| -0.7% | -$16K | 1.61% | 20 |
|
|
2020
Q1 | $2.25M | Buy |
46,061
+11,563
| +34% | +$565K | 1.86% | 17 |
|
|
2019
Q4 | $1.69M | Sell |
34,498
-503
| -1% | -$24.7K | 1.26% | 24 |
|
|
2019
Q3 | $1.72M | Buy |
35,001
+1,590
| +5% | +$77.9K | 1.35% | 23 |
|
|
2019
Q2 | $1.64M | Buy |
33,411
+2,924
| +10% | +$143K | 1.36% | 24 |
|
|
2019
Q1 | $1.48M | Buy |
30,487
+4,245
| +16% | +$206K | 1.3% | 23 |
|
|
2018
Q4 | $1.26M | Buy |
+26,242
| New | +$1.26M | 1.23% | 25 |
|