Northwestern Mutual Wealth Management’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $129M | Buy |
2,696,310
+83,304
| +3% | +$3.98M | 0.09% | 104 |
|
2025
Q1 | $124M | Buy |
2,613,006
+100,116
| +4% | +$4.77M | 0.1% | 95 |
|
2024
Q4 | $119M | Buy |
2,512,890
+131,912
| +6% | +$6.25M | 0.1% | 98 |
|
2024
Q3 | $115M | Buy |
2,380,978
+10,811
| +0.5% | +$520K | 0.1% | 96 |
|
2024
Q2 | $112M | Buy |
2,370,167
+153,185
| +7% | +$7.23M | 0.11% | 88 |
|
2024
Q1 | $105M | Sell |
2,216,982
-563,175
| -20% | -$26.7M | 0.11% | 95 |
|
2023
Q4 | $133M | Buy |
2,780,157
+643,593
| +30% | +$30.8M | 0.15% | 68 |
|
2023
Q3 | $98.8M | Sell |
2,136,564
-5,112
| -0.2% | -$236K | 0.13% | 77 |
|
2023
Q2 | $101M | Buy |
2,141,676
+111,650
| +5% | +$5.25M | 0.13% | 73 |
|
2023
Q1 | $96.5M | Sell |
2,030,026
-378,032
| -16% | -$18M | 0.13% | 74 |
|
2022
Q4 | $113M | Buy |
2,408,058
+483,924
| +25% | +$22.7M | 0.17% | 61 |
|
2022
Q3 | $88.7M | Sell |
1,924,134
-636,485
| -25% | -$29.3M | 0.15% | 67 |
|
2022
Q2 | $121M | Buy |
2,560,619
+485,752
| +23% | +$23M | 0.21% | 52 |
|
2022
Q1 | $98.2M | Buy |
2,074,867
+213,507
| +11% | +$10.1M | 0.16% | 65 |
|
2021
Q4 | $91.5M | Buy |
1,861,360
+136,117
| +8% | +$6.69M | 0.15% | 69 |
|
2021
Q3 | $85.2M | Buy |
1,725,243
+99,376
| +6% | +$4.91M | 0.16% | 67 |
|
2021
Q2 | $80.6M | Buy |
1,625,867
+118,076
| +8% | +$5.85M | 0.15% | 68 |
|
2021
Q1 | $74.7M | Buy |
1,507,791
+180,804
| +14% | +$8.96M | 0.16% | 62 |
|
2020
Q4 | $66.1M | Buy |
1,326,987
+33,152
| +3% | +$1.65M | 0.15% | 66 |
|
2020
Q3 | $64.5M | Buy |
1,293,835
+42,221
| +3% | +$2.11M | 0.17% | 63 |
|
2020
Q2 | $62.4M | Sell |
1,251,614
-224,094
| -15% | -$11.2M | 0.19% | 55 |
|
2020
Q1 | $72.2M | Sell |
1,475,708
-134,314
| -8% | -$6.57M | 0.28% | 43 |
|
2019
Q4 | $79.1M | Buy |
1,610,022
+54,747
| +4% | +$2.69M | 0.27% | 45 |
|
2019
Q3 | $76.2M | Buy |
1,555,275
+17,753
| +1% | +$870K | 0.29% | 43 |
|
2019
Q2 | $75.2M | Buy |
1,537,522
+51,202
| +3% | +$2.51M | 0.3% | 41 |
|
2019
Q1 | $72.1M | Buy |
1,486,320
+18,552
| +1% | +$899K | 0.32% | 39 |
|
2018
Q4 | $70.5M | Buy |
1,467,768
+61,235
| +4% | +$2.94M | 0.35% | 37 |
|
2018
Q3 | $67.1M | Buy |
1,406,533
+6,482
| +0.5% | +$309K | 0.34% | 39 |
|
2018
Q2 | $67.2M | Sell |
1,400,051
-7,058
| -0.5% | -$339K | 0.38% | 38 |
|
2018
Q1 | $67.3M | Buy |
1,407,109
+76,659
| +6% | +$3.67M | 0.41% | 37 |
|
2017
Q4 | $63.7M | Buy |
1,330,450
+104,922
| +9% | +$5.03M | 0.41% | 35 |
|
2017
Q3 | $59.6M | Buy |
1,225,528
+56,051
| +5% | +$2.72M | 0.43% | 33 |
|
2017
Q2 | $56.7M | Buy |
1,169,477
+105,197
| +10% | +$5.1M | 0.46% | 34 |
|
2017
Q1 | $51.6M | Buy |
1,064,280
+130,788
| +14% | +$6.34M | 0.47% | 35 |
|
2016
Q4 | $44.8M | Buy |
+933,492
| New | +$44.8M | 0.49% | 34 |
|
2016
Q3 | – | Sell |
-686,776
| Closed | -$33.7M | – | 1299 |
|
2016
Q2 | $33.7M | Buy |
686,776
+20,295
| +3% | +$996K | 0.48% | 40 |
|
2016
Q1 | $32.5M | Sell |
666,481
-261,370
| -28% | -$12.8M | 0.53% | 40 |
|
2015
Q4 | $22.6M | Buy |
927,851
+191,739
| +26% | +$4.67M | 0.45% | 49 |
|
2015
Q3 | $17.9M | Buy |
736,112
+74,572
| +11% | +$1.82M | 0.43% | 45 |
|
2015
Q2 | $16.1M | Buy |
661,540
+46,758
| +8% | +$1.14M | 0.42% | 47 |
|
2015
Q1 | $15M | Buy |
614,782
+25,843
| +4% | +$629K | 0.42% | 45 |
|
2014
Q4 | $14.3M | Buy |
588,939
+26,444
| +5% | +$642K | 0.44% | 45 |
|
2014
Q3 | $13.7M | Buy |
562,495
+94,842
| +20% | +$2.31M | 0.48% | 42 |
|
2014
Q2 | $11.4M | Buy |
467,653
+54,215
| +13% | +$1.32M | 0.44% | 49 |
|
2014
Q1 | $10M | Buy |
413,438
+110,788
| +37% | +$2.69M | 0.42% | 53 |
|
2013
Q4 | $7.35M | Buy |
302,650
+80,652
| +36% | +$1.96M | 0.33% | 68 |
|
2013
Q3 | $5.38M | Buy |
221,998
+100,693
| +83% | +$2.44M | 0.28% | 77 |
|
2013
Q2 | $2.9M | Buy |
+121,305
| New | +$2.9M | 0.17% | 112 |
|