Moneywise Inc’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 | $702K | Sell |
14,676
-2,270
| -13% | -$109K | 0.33% | 49 |
|
|
2025
Q1 | $807K | Sell |
16,946
-2,402
| -12% | -$114K | 0.43% | 35 |
|
|
2024
Q4 | $917K | Sell |
19,348
-12,660
| -40% | -$600K | 0.46% | 36 |
|
|
2024
Q3 | $1.54M | Sell |
32,008
-38,042
| -54% | -$1.83M | 0.76% | 28 |
|
|
2024
Q2 | $3.31M | Sell |
70,050
-17,025
| -20% | -$803K | 1.75% | 17 |
|
|
2024
Q1 | $4.13M | Sell |
87,075
-26,106
| -23% | -$1.24M | 2.25% | 12 |
|
|
2023
Q4 | $5.41M | Sell |
113,181
-1,555
| -1% | -$74.3K | 3.11% | 10 |
|
|
2023
Q3 | $5.3M | Buy |
114,736
+21,846
| +24% | +$1.01M | 3.33% | 10 |
|
|
2023
Q2 | $4.37M | Buy |
92,890
+21,119
| +29% | +$994K | 2.71% | 9 |
|
|
2023
Q1 | $3.41M | Buy |
71,771
+15,428
| +27% | +$734K | 2.21% | 10 |
|
|
2022
Q4 | $2.65M | Sell |
56,343
-3,476
| -6% | -$163K | 1.98% | 13 |
|
|
2022
Q3 | $2.76M | Sell |
59,819
-10,216
| -15% | -$471K | 2.25% | 12 |
|
|
2022
Q2 | $3.31M | Sell |
70,035
-14,268
| -17% | -$674K | 2.58% | 10 |
|
|
2022
Q1 | $3.99M | Buy |
84,303
+5,280
| +7% | +$250K | 2.63% | 12 |
|
|
2021
Q4 | $3.89M | Buy |
79,023
+3,720
| +5% | +$183K | 2.5% | 12 |
|
|
2021
Q3 | $3.72M | Buy |
75,303
+8,006
| +12% | +$396K | 2.43% | 12 |
|
|
2021
Q2 | $3.34M | Buy |
67,297
+2,119
| +3% | +$105K | 2.28% | 12 |
|
|
2021
Q1 | $3.23M | Buy |
65,178
+201
| +0.3% | +$9.96K | 2.18% | 12 |
|
|
2020
Q4 | $3.24M | Buy |
64,977
+1,067
| +2% | +$53.1K | 2.31% | 13 |
|
|
2020
Q3 | $3.19M | Sell |
63,910
-2,959
| -4% | -$148K | 2.53% | 13 |
|
|
2020
Q2 | $3.34M | Sell |
66,869
-9,753
| -13% | -$486K | 2.67% | 13 |
|
|
2020
Q1 | $3.75M | Sell |
76,622
-3,790
| -5% | -$185K | 3.3% | 12 |
|
|
2019
Q4 | $3.94M | Buy |
80,412
+2,205
| +3% | +$108K | 2.96% | 13 |
|
|
2019
Q3 | $3.83M | Sell |
78,207
-6,276
| -7% | -$307K | 3.09% | 13 |
|
|
2019
Q2 | $4.13M | Buy |
84,483
+6,425
| +8% | +$314K | 3.16% | 12 |
|
|
2019
Q1 | $3.73M | Sell |
78,058
-3,997
| -5% | -$191K | 3.2% | 12 |
|
|
2018
Q4 | $3.94M | Sell |
82,055
-6,177
| -7% | -$297K | 3.74% | 10 |
|
|
2018
Q3 | $4.21M | Buy |
88,232
+3,787
| +4% | +$181K | 3.56% | 11 |
|
|
2018
Q2 | $4.05M | Buy |
84,445
+5,971
| +8% | +$287K | 3.47% | 11 |
|
|
2018
Q1 | $3.75M | Buy |
78,474
+935
| +1% | +$44.7K | 3.12% | 12 |
|
|
2017
Q4 | $3.72M | Buy |
77,539
+2,494
| +3% | +$119K | 2.78% | 14 |
|
|
2017
Q3 | $3.65M | Buy |
75,045
+8,568
| +13% | +$416K | 2.88% | 14 |
|
|
2017
Q2 | $3.22M | Buy |
66,477
+9,196
| +16% | +$446K | 2.75% | 14 |
|
|
2017
Q1 | $2.78M | Buy |
57,281
+23,750
| +71% | +$1.15M | 2.51% | 14 |
|
|
2016
Q4 | $1.61M | Buy |
33,531
+26,266
| +362% | +$1.26M | 1.59% | 15 |
|
|
2016
Q3 | $355K | Buy |
+7,265
| New | +$355K | 0.38% | 20 |
|