Nicolet Advisory Services’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $717K | Sell |
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|
2025
Q1 | $779K | Sell |
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|
2024
Q4 | $811K | Sell |
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|
2024
Q3 | $1.01M | Sell |
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|
2024
Q2 | $1,000K | Sell |
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|
2024
Q1 | $1.05M | Sell |
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|
2023
Q4 | $1.37M | Sell |
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|
2023
Q3 | $2.4M | Sell |
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|
2023
Q2 | $2.51M | Sell |
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|
2023
Q1 | $3.17M | Sell |
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|
2022
Q4 | $3.23M | Sell |
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|
2022
Q3 | $3.44M | Sell |
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|
2022
Q2 | $4.29M | Sell |
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|
2022
Q1 | $4.45M | Buy |
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|
2021
Q4 | $4.49M | Sell |
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|
2021
Q3 | $4.75M | Sell |
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|
2021
Q2 | $4.83M | Sell |
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|
2021
Q1 | $5.16M | Sell |
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|
2020
Q4 | $5.83M | Sell |
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|
2020
Q3 | $6.62M | Sell |
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|
2020
Q2 | $7.59M | Sell |
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|
2020
Q1 | $14M | Sell |
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|
2019
Q4 | $17.2M | Sell |
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|
2019
Q3 | $19.1M | Sell |
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|
2019
Q2 | $19.3M | Buy |
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|
2019
Q1 | $18.2M | Buy |
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