Merit Financial Group’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 | $1.73M | Buy |
36,258
+18,458
| +104% | +$883K | 0.02% | 576 |
|
|
2025
Q1 | $847K | Buy |
17,800
+2,378
| +15% | +$113K | 0.01% | 713 |
|
|
2024
Q4 | $731K | Buy |
15,422
+37
| +0.2% | +$1.75K | 0.01% | 592 |
|
|
2024
Q3 | $741K | Buy |
15,385
+1,661
| +12% | +$80K | 0.02% | 477 |
|
|
2024
Q2 | $648K | Sell |
13,724
-78
| -0.6% | -$3.68K | 0.01% | 520 |
|
|
2024
Q1 | $651K | Buy |
13,802
+410
| +3% | +$19.3K | 0.02% | 508 |
|
|
2023
Q4 | $640K | Sell |
13,392
-608
| -4% | -$29.1K | 0.02% | 430 |
|
|
2023
Q3 | $647K | Buy |
14,000
+8,932
| +176% | +$413K | 0.02% | 398 |
|
|
2023
Q2 | $238K | Sell |
5,068
-4,022
| -44% | -$189K | 0.01% | 653 |
|
|
2023
Q1 | $432K | Sell |
9,090
-546
| -6% | -$26K | 0.02% | 434 |
|
|
2022
Q4 | $453K | Buy |
+9,636
| New | +$453K | 0.02% | 441 |
|
|
2022
Q3 | – | Sell |
-59,555
| Closed | -$2.82M | – | 629 |
|
|
2022
Q2 | $2.82M | Buy |
+59,555
| New | +$2.82M | 0.09% | 140 |
|