MMA Asset Management’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 | $931K | Sell |
19,457
-543
| -3% | -$26K | 0.36% | 60 |
|
|
2025
Q1 | $952K | Sell |
20,000
-116
| -0.6% | -$5.52K | 0.4% | 45 |
|
|
2024
Q4 | $953K | Sell |
20,116
-16,254
| -45% | -$770K | 0.42% | 43 |
|
|
2024
Q3 | $1.72M | Buy |
36,370
+17,915
| +97% | +$848K | 0.46% | 41 |
|
|
2024
Q2 | $871K | Buy |
18,455
+1,903
| +11% | +$89.8K | 0.41% | 48 |
|
|
2024
Q1 | $782K | Buy |
16,552
+2,739
| +20% | +$129K | 0.37% | 53 |
|
|
2023
Q4 | $660K | Sell |
13,813
-1,501
| -10% | -$71.7K | 0.35% | 54 |
|
|
2023
Q3 | $708K | Sell |
15,314
-1,136
| -7% | -$52.5K | 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% | +$98.3K | 0.62% | 30 |
|
|
2022
Q4 | $764K | Sell |
16,270
-21
| -0.1% | -$987 | 0.62% | 34 |
|
|
2022
Q3 | $751K | Buy |
16,291
+2,467
| +18% | +$114K | 0.65% | 29 |
|
|
2022
Q2 | $653K | Buy |
13,824
+1
| +0% | +$47 | 0.56% | 37 |
|
|
2022
Q1 | $644K | Buy |
13,823
+3,103
| +29% | +$145K | 0.51% | 37 |
|
|
2021
Q4 | $527K | Buy |
10,720
+7
| +0.1% | +$344 | 0.37% | 48 |
|
|
2021
Q3 | $529K | Buy |
10,713
+1,339
| +14% | +$66.1K | 0.4% | 43 |
|
|
2021
Q2 | $465K | Buy |
9,374
+4
| +0% | +$198 | 0.35% | 48 |
|
|
2021
Q1 | $464K | Buy |
9,370
+1,368
| +17% | +$67.7K | 0.4% | 46 |
|
|
2020
Q4 | $398K | Buy |
+8,002
| New | +$398K | 0.39% | 50 |
|