Mutual 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 | $859K | Sell |
17,912
-12
| -0.1% | -$575 | 0.02% | 571 |
|
|
2025
Q1 | $847K | Buy |
17,924
+717
| +4% | +$33.9K | 0.02% | 507 |
|
|
2024
Q4 | $817K | Sell |
17,207
-1,103
| -6% | -$52.3K | 0.02% | 546 |
|
|
2024
Q3 | $873K | Sell |
18,310
-20
| -0.1% | -$954 | 0.03% | 530 |
|
|
2024
Q2 | $870K | Sell |
18,330
-2,380
| -11% | -$113K | 0.03% | 526 |
|
|
2024
Q1 | $982K | Buy |
20,710
+462
| +2% | +$21.9K | 0.03% | 475 |
|
|
2023
Q4 | $968K | Buy |
20,248
+275
| +1% | +$13.1K | 0.03% | 458 |
|
|
2023
Q3 | $923K | Buy |
19,973
+6
| +0% | +$277 | 0.04% | 443 |
|
|
2023
Q2 | $939K | Sell |
19,967
-4,949
| -20% | -$233K | 0.04% | 451 |
|
|
2023
Q1 | $1.18M | Buy |
24,916
+2,593
| +12% | +$123K | 0.05% | 381 |
|
|
2022
Q4 | $1.05M | Sell |
22,323
-14,224
| -39% | -$668K | 0.05% | 398 |
|
|
2022
Q3 | $1.68M | Buy |
36,547
+9,563
| +35% | +$441K | 0.09% | 226 |
|
|
2022
Q2 | $1.28M | Sell |
26,984
-2,146
| -7% | -$101K | 0.08% | 278 |
|
|
2022
Q1 | $1.38M | Sell |
29,130
-1,870
| -6% | -$88.5K | 0.08% | 279 |
|
|
2021
Q4 | $1.53M | Sell |
31,000
-6,858
| -18% | -$337K | 0.08% | 278 |
|
|
2021
Q3 | $1.87M | Buy |
37,858
+3,599
| +11% | +$178K | 0.11% | 230 |
|
|
2021
Q2 | $1.7M | Buy |
34,259
+9,442
| +38% | +$468K | 0.1% | 251 |
|
|
2021
Q1 | $1.23M | Buy |
24,817
+7,830
| +46% | +$388K | 0.08% | 287 |
|
|
2020
Q4 | $846K | Buy |
16,987
+3,972
| +31% | +$198K | 0.06% | 350 |
|
|
2020
Q3 | $649K | Buy |
13,015
+243
| +2% | +$12.1K | 0.06% | 359 |
|
|
2020
Q2 | $637K | Buy |
12,772
+2,250
| +21% | +$112K | 0.06% | 321 |
|
|
2020
Q1 | $515K | Buy |
+10,522
| New | +$515K | 0.07% | 285 |
|