Moseley Investment 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 | $434K | Sell |
9,070
-987
| -10% | -$47.2K | 0.15% | 102 |
|
|
2025
Q1 | $479K | Sell |
10,057
-849
| -8% | -$40.4K | 0.19% | 94 |
|
|
2024
Q4 | $517K | Buy |
10,906
+441
| +4% | +$20.9K | 0.2% | 89 |
|
|
2024
Q3 | $504K | Sell |
10,465
-304
| -3% | -$14.6K | 0.2% | 91 |
|
|
2024
Q2 | $508K | Sell |
10,769
-3,055
| -22% | -$144K | 0.24% | 81 |
|
|
2024
Q1 | $656K | Sell |
13,824
-2,658
| -16% | -$126K | 0.33% | 72 |
|
|
2023
Q4 | $788K | Sell |
16,482
-15,199
| -48% | -$726K | 0.44% | 56 |
|
|
2023
Q3 | $1.46M | Sell |
31,681
-2,321
| -7% | -$107K | 0.88% | 29 |
|
|
2023
Q2 | $1.6M | Sell |
34,002
-5,437
| -14% | -$256K | 0.93% | 26 |
|
|
2023
Q1 | $1.88M | Sell |
39,439
-4,532
| -10% | -$215K | 1.22% | 21 |
|
|
2022
Q4 | $2.07M | Sell |
43,971
-5,325
| -11% | -$250K | 1.48% | 19 |
|
|
2022
Q3 | $2.27M | Buy |
49,296
+5,168
| +12% | +$238K | 1.67% | 14 |
|
|
2022
Q2 | $2.09M | Sell |
44,128
-8,985
| -17% | -$425K | 1.46% | 16 |
|
|
2022
Q1 | $2.51M | Buy |
53,113
+330
| +0.6% | +$15.6K | 1.36% | 18 |
|
|
2021
Q4 | $2.6M | Sell |
52,783
-1,488
| -3% | -$73.2K | 1.18% | 23 |
|
|
2021
Q3 | $2.68M | Buy |
54,271
+5,368
| +11% | +$265K | 1.34% | 17 |
|
|
2021
Q2 | $2.42M | Buy |
48,903
+3,828
| +8% | +$190K | 1.19% | 22 |
|
|
2021
Q1 | $2.23M | Sell |
45,075
-838
| -2% | -$41.5K | 1.24% | 16 |
|
|
2020
Q4 | $2.29M | Buy |
45,913
+10,019
| +28% | +$499K | 1.33% | 14 |
|
|
2020
Q3 | $1.79M | Buy |
35,894
+568
| +2% | +$28.3K | 1.27% | 17 |
|
|
2020
Q2 | $1.76M | Sell |
35,326
-3,038
| -8% | -$152K | 1.46% | 13 |
|
|
2020
Q1 | $1.88M | Buy |
38,364
+12,564
| +49% | +$614K | 2.2% | 9 |
|
|
2019
Q4 | $1.27M | Sell |
25,800
-6,218
| -19% | -$305K | 1.24% | 25 |
|
|
2019
Q3 | $1.57M | Buy |
32,018
+1,934
| +6% | +$94.8K | 1.65% | 14 |
|
|
2019
Q2 | $1.47M | Buy |
30,084
+7,141
| +31% | +$349K | 1.37% | 18 |
|
|
2019
Q1 | $1.11M | Buy |
+22,943
| New | +$1.11M | 1.16% | 25 |
|