Moneta Group Investment Advisors’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 | $264K | Sell |
5,519
-21
| -0.4% | -$1K | ﹤0.01% | 594 |
|
|
2025
Q1 | $264K | Hold |
5,540
| – | – | ﹤0.01% | 553 |
|
|
2024
Q4 | $263K | Sell |
5,540
-5,946
| -52% | -$282K | ﹤0.01% | 568 |
|
|
2024
Q3 | $553K | Buy |
11,486
+5,738
| +100% | +$276K | 0.01% | 384 |
|
|
2024
Q2 | $271K | Sell |
5,748
-690
| -11% | -$32.6K | ﹤0.01% | 518 |
|
|
2024
Q1 | $305K | Buy |
+6,438
| New | +$305K | 0.01% | 480 |
|
|
2023
Q1 | – | Sell |
-5,272
| Closed | -$251K | – | 552 |
|
|
2022
Q4 | $251K | Buy |
+5,272
| New | +$251K | 0.01% | 399 |
|