Nicolet Advisory Services’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 | $717K | Sell |
14,932
-1,598
| -10% | -$76.8K | 0.06% | 167 |
|
|
2025
Q1 | $779K | Sell |
16,530
-577
| -3% | -$27.2K | 0.08% | 143 |
|
|
2024
Q4 | $811K | Sell |
17,107
-3,853
| -18% | -$183K | 0.07% | 143 |
|
|
2024
Q3 | $1.01M | Sell |
20,960
-197
| -0.9% | -$9.49K | 0.1% | 115 |
|
|
2024
Q2 | $1,000K | Sell |
21,157
-1,026
| -5% | -$48.5K | 0.1% | 106 |
|
|
2024
Q1 | $1.05M | Sell |
22,183
-6,506
| -23% | -$308K | 0.11% | 92 |
|
|
2023
Q4 | $1.37M | Sell |
28,689
-23,220
| -45% | -$1.11M | 0.15% | 73 |
|
|
2023
Q3 | $2.4M | Sell |
51,909
-1,498
| -3% | -$69.1K | 0.27% | 54 |
|
|
2023
Q2 | $2.51M | Sell |
53,407
-13,096
| -20% | -$615K | 0.28% | 51 |
|
|
2023
Q1 | $3.17M | Sell |
66,503
-1,627
| -2% | -$77.5K | 0.36% | 44 |
|
|
2022
Q4 | $3.23M | Sell |
68,130
-6,513
| -9% | -$309K | 0.43% | 37 |
|
|
2022
Q3 | $3.44M | Sell |
74,643
-15,935
| -18% | -$735K | 0.56% | 29 |
|
|
2022
Q2 | $4.29M | Sell |
90,578
-3,950
| -4% | -$187K | 0.64% | 27 |
|
|
2022
Q1 | $4.45M | Buy |
94,528
+3,322
| +4% | +$156K | 0.58% | 26 |
|
|
2021
Q4 | $4.49M | Sell |
91,206
-4,870
| -5% | -$239K | 0.55% | 29 |
|
|
2021
Q3 | $4.75M | Sell |
96,076
-1,302
| -1% | -$64.3K | 0.6% | 27 |
|
|
2021
Q2 | $4.83M | Sell |
97,378
-6,706
| -6% | -$332K | 0.63% | 26 |
|
|
2021
Q1 | $5.16M | Sell |
104,084
-12,960
| -11% | -$642K | 0.72% | 25 |
|
|
2020
Q4 | $5.83M | Sell |
117,044
-15,632
| -12% | -$778K | 0.82% | 21 |
|
|
2020
Q3 | $6.62M | Sell |
132,676
-19,467
| -13% | -$971K | 1.03% | 19 |
|
|
2020
Q2 | $7.59M | Sell |
152,143
-134,134
| -47% | -$6.69M | 1.17% | 17 |
|
|
2020
Q1 | $14M | Sell |
286,277
-64,657
| -18% | -$3.16M | 2.47% | 8 |
|
|
2019
Q4 | $17.2M | Sell |
350,934
-39,448
| -10% | -$1.94M | 2.71% | 9 |
|
|
2019
Q3 | $19.1M | Sell |
390,382
-3,270
| -0.8% | -$160K | 2.9% | 10 |
|
|
2019
Q2 | $19.3M | Buy |
393,652
+19,156
| +5% | +$937K | 2.94% | 11 |
|
|
2019
Q1 | $18.2M | Buy |
+374,496
| New | +$18.2M | 3.08% | 10 |
|