MMA Asset Management’s State Street 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
Q4
Sell
-16,311
Closed -$787K 280
2025
Q3
$787K Sell
16,311
-3,146
-16% -$151K 0.26% 74
2025
Q2
$931K Sell
19,457
-543
-3% -$25.8K 0.36% 60
2025
Q1
$952K Sell
20,000
-116
-0.6% -$5.53K 0.4% 45
2024
Q4
$953K Sell
20,116
-16,254
-45% -$776K 0.42% 43
2024
Q3
$1.72M Buy
36,370
+17,915
+97% +$855K 0.46% 41
2024
Q2
$871K Buy
18,455
+1,903
+11% +$89.7K 0.41% 48
2024
Q1
$782K Buy
16,552
+2,739
+20% +$130K 0.37% 53
2023
Q4
$660K Sell
13,813
-1,501
-10% -$70.4K 0.35% 54
2023
Q3
$708K Sell
15,314
-1,136
-7% -$53.2K 0.41% 48
2023
Q2
$774K Sell
16,450
-1,887
-10% -$88.8K 0.45% 50
2023
Q1
$872K Buy
18,337
+2,067
+13% +$97.6K 0.62% 30
2022
Q4
$764K Sell
16,270
-21
-0.1% -$978 0.62% 34
2022
Q3
$751K Buy
16,291
+2,467
+18% +$116K 0.65% 29
2022
Q2
$653K Buy
13,824
+1
+0% +$47 0.56% 37
2022
Q1
$644K Buy
13,823
+3,103
+29% +$150K 0.51% 37
2021
Q4
$527K Buy
10,720
+7
+0.1% +$345 0.37% 48
2021
Q3
$529K Buy
10,713
+1,339
+14% +$66.4K 0.4% 43
2021
Q2
$465K Buy
9,374
+4
+0% +$198 0.35% 48
2021
Q1
$464K Buy
9,370
+1,368
+17% +$68K 0.4% 46
2020
Q4
$398K Buy
+8,002
New +$398K 0.39% 50

Other funds holding SHM