Monarch Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,283
| Closed | -$299K | – | 112 |
|
|
2023
Q1 | $299K | Hold |
6,283
| – | – | 0.09% | 103 |
|
|
2022
Q4 | $295K | Hold |
6,283
| – | – | 0.09% | 103 |
|
|
2022
Q3 | $290K | Hold |
6,283
| – | – | 0.09% | 99 |
|
|
2022
Q2 | $297K | Hold |
6,283
| – | – | 0.09% | 102 |
|
|
2022
Q1 | $297K | Hold |
6,283
| – | – | 0.08% | 105 |
|
|
2021
Q4 | $309K | Hold |
6,283
| – | – | 0.08% | 101 |
|
|
2021
Q3 | $310K | Buy |
+6,283
| New | +$310K | 0.09% | 102 |
|