McAdam LLC’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 | $4.33M | Buy |
90,540
+36,526
| +68% | +$1.75M | 0.24% | 58 |
|
|
2025
Q1 | $2.57M | Sell |
54,014
-28,087
| -34% | -$1.34M | 0.16% | 81 |
|
|
2024
Q4 | $3.89M | Buy |
82,101
+1,643
| +2% | +$77.9K | 0.21% | 66 |
|
|
2024
Q3 | $3.87M | Buy |
80,458
+5,054
| +7% | +$243K | 0.22% | 64 |
|
|
2024
Q2 | $3.56M | Buy |
75,404
+6,163
| +9% | +$291K | 0.21% | 61 |
|
|
2024
Q1 | $3.28M | Buy |
69,241
+11,002
| +19% | +$522K | 0.21% | 62 |
|
|
2023
Q4 | $2.78M | Buy |
58,239
+5,439
| +10% | +$260K | 0.2% | 64 |
|
|
2023
Q3 | $2.44M | Sell |
52,800
-4,591
| -8% | -$212K | 0.2% | 65 |
|
|
2023
Q2 | $2.7M | Buy |
57,391
+4,874
| +9% | +$229K | 0.22% | 60 |
|
|
2023
Q1 | $2.5M | Sell |
52,517
-41,945
| -44% | -$1.99M | 0.22% | 65 |
|
|
2022
Q4 | $4.65M | Buy |
94,462
+28,692
| +44% | +$1.41M | 0.46% | 39 |
|
|
2022
Q3 | $3.03M | Buy |
65,770
+6,796
| +12% | +$313K | 0.33% | 53 |
|
|
2022
Q2 | $2.79M | Sell |
58,974
-135
| -0.2% | -$6.38K | 0.29% | 58 |
|
|
2022
Q1 | $2.8M | Sell |
59,109
-35,353
| -37% | -$1.67M | 0.26% | 51 |
|
|
2021
Q4 | $4.65M | Buy |
94,462
+9,345
| +11% | +$460K | 0.46% | 39 |
|
|
2021
Q3 | $4.21M | Buy |
85,117
+4,777
| +6% | +$236K | 0.47% | 38 |
|
|
2021
Q2 | $3.99M | Buy |
80,340
+11,661
| +17% | +$579K | 0.45% | 39 |
|
|
2021
Q1 | $3.4M | Buy |
68,679
+6,517
| +10% | +$323K | 0.48% | 36 |
|
|
2020
Q4 | $3.1M | Buy |
62,162
+5,963
| +11% | +$297K | 0.47% | 35 |
|
|
2020
Q3 | $2.8M | Buy |
56,199
+3,080
| +6% | +$154K | 0.53% | 33 |
|
|
2020
Q2 | $2.65M | Buy |
53,119
+3,335
| +7% | +$166K | 0.56% | 33 |
|
|
2020
Q1 | $2.43M | Buy |
49,784
+4,668
| +10% | +$228K | 0.65% | 28 |
|
|
2019
Q4 | $2.22M | Buy |
45,116
+6,166
| +16% | +$303K | 0.54% | 29 |
|
|
2019
Q3 | $1.91M | Sell |
38,950
-5,247
| -12% | -$257K | 0.52% | 31 |
|
|
2019
Q2 | $2.16M | Buy |
44,197
+2,536
| +6% | +$124K | 0.65% | 28 |
|
|
2019
Q1 | $2.02M | Buy |
41,661
+4,024
| +11% | +$195K | 0.67% | 27 |
|
|
2018
Q4 | $1.81M | Buy |
37,637
+13,591
| +57% | +$653K | 0.71% | 26 |
|
|
2018
Q3 | $1.15M | Buy |
24,046
+2,799
| +13% | +$134K | 0.42% | 32 |
|
|
2018
Q2 | $1.02M | Buy |
21,247
+2,533
| +14% | +$122K | 0.42% | 30 |
|
|
2018
Q1 | $895K | Buy |
18,714
+7,684
| +70% | +$367K | 0.41% | 30 |
|
|
2017
Q4 | $536K | Hold |
11,030
| – | – | 0.38% | 29 |
|
|
2017
Q3 | $536K | Buy |
11,030
+3,054
| +38% | +$148K | 0.38% | 29 |
|
|
2017
Q2 | $387K | Buy |
7,976
+445
| +6% | +$21.6K | 0.31% | 31 |
|
|
2017
Q1 | $365K | Buy |
7,531
+2,064
| +38% | +$100K | 0.34% | 34 |
|
|
2016
Q4 | $262K | Buy |
+5,467
| New | +$262K | 0.26% | 39 |
|