NewEdge Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-12,474
| Closed | -$589K | – | 894 |
|
|
2024
Q2 | $589K | Sell |
12,474
-4,196
| -25% | -$198K | 0.01% | 510 |
|
|
2024
Q1 | $785K | Sell |
16,670
-3,140
| -16% | -$148K | 0.02% | 464 |
|
|
2023
Q4 | $947K | Sell |
19,810
-2,965
| -13% | -$142K | 0.02% | 410 |
|
|
2023
Q3 | $1.05M | Sell |
22,775
-417
| -2% | -$19.3K | 0.03% | 344 |
|
|
2023
Q2 | $1.09M | Sell |
23,192
-227
| -1% | -$10.7K | 0.04% | 336 |
|
|
2023
Q1 | $1.11M | Sell |
23,419
-871
| -4% | -$41.4K | 0.04% | 296 |
|
|
2022
Q4 | $1.14M | Buy |
24,290
+11
| +0% | +$517 | 0.05% | 277 |
|
|
2022
Q3 | $1.12M | Sell |
24,279
-3,905
| -14% | -$180K | 0.05% | 264 |
|
|
2022
Q2 | $1.33M | Buy |
28,184
+12
| +0% | +$567 | 0.06% | 251 |
|
|
2022
Q1 | $1.33M | Sell |
28,172
-849
| -3% | -$40.2K | 0.06% | 194 |
|
|
2021
Q4 | $1.43M | Buy |
29,021
+5,243
| +22% | +$258K | 0.06% | 198 |
|
|
2021
Q3 | $1.18M | Buy |
23,778
+23
| +0.1% | +$1.14K | 0.07% | 171 |
|
|
2021
Q2 | $1.18M | Buy |
23,755
+283
| +1% | +$14K | 0.09% | 165 |
|
|
2021
Q1 | $1.16M | Buy |
23,472
+9,970
| +74% | +$494K | 0.12% | 144 |
|
|
2020
Q4 | $672K | Buy |
+13,502
| New | +$672K | 0.21% | 103 |
|