Modera Wealth 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 | $1.17M | Hold |
24,422
| – | – | 0.01% | 312 |
|
|
2025
Q1 | $1.16M | Sell |
24,422
-189
| -0.8% | -$9K | 0.02% | 305 |
|
|
2024
Q4 | $1.17M | Sell |
24,611
-4,294
| -15% | -$203K | 0.01% | 302 |
|
|
2024
Q3 | $1.39M | Buy |
28,905
+4,264
| +17% | +$205K | 0.02% | 268 |
|
|
2024
Q2 | $1.16M | Buy |
24,641
+604
| +3% | +$28.5K | 0.02% | 274 |
|
|
2024
Q1 | $1.14M | Sell |
24,037
-560
| -2% | -$26.6K | 0.02% | 284 |
|
|
2023
Q4 | $1.18M | Sell |
24,597
-8,247
| -25% | -$394K | 0.02% | 272 |
|
|
2023
Q3 | $1.52M | Sell |
32,844
-1,051
| -3% | -$48.6K | 0.03% | 241 |
|
|
2023
Q2 | $1.59M | Buy |
33,895
+11,087
| +49% | +$522K | 0.03% | 242 |
|
|
2023
Q1 | $1.08M | Sell |
22,808
-8,100
| -26% | -$385K | 0.04% | 152 |
|
|
2022
Q4 | $1.45M | Sell |
30,908
-24,500
| -44% | -$1.15M | 0.06% | 118 |
|
|
2022
Q3 | $2.55M | Sell |
55,408
-26,170
| -32% | -$1.21M | 0.13% | 80 |
|
|
2022
Q2 | $3.86M | Sell |
81,578
-46,050
| -36% | -$2.18M | 0.18% | 67 |
|
|
2022
Q1 | $6.04M | Buy |
127,628
+83,630
| +190% | +$3.96M | 0.27% | 54 |
|
|
2021
Q4 | $2.16M | Buy |
43,998
+399
| +0.9% | +$19.6K | 0.08% | 112 |
|
|
2021
Q3 | $2.15M | Sell |
43,599
-5,000
| -10% | -$247K | 0.11% | 67 |
|
|
2021
Q2 | $2.41M | Sell |
48,599
-352
| -0.7% | -$17.4K | 0.13% | 62 |
|
|
2021
Q1 | $2.43M | Sell |
48,951
-748
| -2% | -$37.1K | 0.16% | 56 |
|
|
2020
Q4 | $2.47M | Buy |
49,699
+44,850
| +925% | +$2.23M | 0.2% | 52 |
|
|
2020
Q3 | $242K | Hold |
4,849
| – | – | 0.04% | 138 |
|
|
2020
Q2 | $242K | Sell |
4,849
-107
| -2% | -$5.34K | 0.04% | 138 |
|
|
2020
Q1 | $242K | Buy |
4,956
+270
| +6% | +$13.2K | 0.05% | 125 |
|
|
2019
Q4 | $230K | Hold |
4,686
| – | – | 0.04% | 136 |
|
|
2019
Q3 | $230K | Hold |
4,686
| – | – | 0.04% | 127 |
|
|
2019
Q2 | $229K | Hold |
4,686
| – | – | 0.04% | 127 |
|
|
2019
Q1 | $227K | Hold |
4,686
| – | – | 0.04% | 129 |
|
|
2018
Q4 | $225K | Hold |
4,686
| – | – | 0.04% | 117 |
|
|
2018
Q3 | $223K | Hold |
4,686
| – | – | 0.05% | 129 |
|
|
2018
Q2 | $225K | Sell |
4,686
-97
| -2% | -$4.66K | 0.05% | 123 |
|
|
2018
Q1 | $229K | Sell |
4,783
-241
| -5% | -$11.5K | 0.05% | 117 |
|
|
2017
Q4 | $241K | Sell |
5,024
-551
| -10% | -$26.4K | 0.05% | 113 |
|
|
2017
Q3 | $271K | Hold |
5,575
| – | – | 0.06% | 106 |
|
|
2017
Q2 | $270K | Hold |
5,575
| – | – | 0.07% | 95 |
|
|
2017
Q1 | $270K | Sell |
5,575
-919
| -14% | -$44.5K | 0.07% | 98 |
|
|
2016
Q4 | $311K | Sell |
6,494
-490
| -7% | -$23.5K | 0.11% | 85 |
|
|
2016
Q3 | $341K | Buy |
+6,984
| New | +$341K | 0.11% | 77 |
|
|
2016
Q1 | – | Sell |
-9,574
| Closed | -$466K | – | 111 |
|
|
2015
Q4 | $466K | Sell |
9,574
-335
| -3% | -$16.3K | 0.18% | 43 |
|
|
2015
Q3 | $483K | Sell |
9,909
-265
| -3% | -$12.9K | 0.2% | 37 |
|
|
2015
Q2 | $494K | Sell |
10,174
-405
| -4% | -$19.7K | 0.19% | 41 |
|
|
2015
Q1 | $515K | Sell |
10,579
-479
| -4% | -$23.3K | 0.2% | 42 |
|
|
2014
Q4 | $537K | Sell |
11,058
-1,739
| -14% | -$84.5K | 0.21% | 42 |
|
|
2014
Q3 | $625K | Sell |
12,797
-288
| -2% | -$14.1K | 0.26% | 37 |
|
|
2014
Q2 | $637K | Sell |
13,085
-694
| -5% | -$33.8K | 0.29% | 30 |
|
|
2014
Q1 | $669K | Sell |
13,779
-918
| -6% | -$44.6K | 0.27% | 29 |
|
|
2013
Q4 | $714K | Sell |
14,697
-2,087
| -12% | -$101K | 0.27% | 37 |
|
|
2013
Q3 | $813K | Hold |
16,784
| – | – | 0.39% | 25 |
|
|
2013
Q2 | $802K | Buy |
+16,784
| New | +$802K | 0.41% | 26 |
|