Oarsman Capital’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
Q1 | – | Sell |
-950
| Closed | -$45K | – | 730 |
|
|
2024
Q4 | $45K | Hold |
950
| – | – | 0.01% | 461 |
|
|
2024
Q3 | $45.7K | Buy |
+950
| New | +$45.7K | 0.01% | 464 |
|
|
2023
Q2 | – | Sell |
-5,185
| Closed | -$247K | – | 180 |
|
|
2023
Q1 | $247K | Sell |
5,185
-750
| -13% | -$35.7K | 0.12% | 149 |
|
|
2022
Q4 | $279K | Sell |
5,935
-16,360
| -73% | -$769K | 0.14% | 135 |
|
|
2022
Q3 | $1.03M | Sell |
22,295
-3,395
| -13% | -$157K | 0.55% | 52 |
|
|
2022
Q2 | $1.21M | Sell |
25,690
-4,168
| -14% | -$197K | 0.6% | 49 |
|
|
2022
Q1 | $1.41M | Buy |
29,858
+2,850
| +11% | +$135K | 0.55% | 53 |
|
|
2021
Q4 | $1.33M | Buy |
27,008
+3,309
| +14% | +$163K | 0.52% | 61 |
|
|
2021
Q3 | $1.17M | Buy |
23,699
+2,575
| +12% | +$127K | 0.47% | 72 |
|
|
2021
Q2 | $1.05M | Buy |
21,124
+5,250
| +33% | +$260K | 0.42% | 77 |
|
|
2021
Q1 | $787K | Buy |
15,874
+525
| +3% | +$26K | 0.34% | 90 |
|
|
2020
Q4 | $764K | Sell |
15,349
-750
| -5% | -$37.3K | 0.3% | 86 |
|
|
2020
Q3 | $803K | Buy |
16,099
+1,065
| +7% | +$53.1K | 0.36% | 73 |
|
|
2020
Q2 | $750K | Buy |
15,034
+9,991
| +198% | +$498K | 0.37% | 72 |
|
|
2020
Q1 | $247K | Sell |
5,043
-13,026
| -72% | -$638K | 0.23% | 93 |
|
|
2019
Q4 | $887K | Buy |
18,069
+825
| +5% | +$40.5K | 0.41% | 70 |
|
|
2019
Q3 | $845K | Buy |
17,244
+4,383
| +34% | +$215K | 0.4% | 75 |
|
|
2019
Q2 | $629K | Sell |
12,861
-2,407
| -16% | -$118K | 0.29% | 89 |
|
|
2019
Q1 | $740K | Sell |
15,268
-3,065
| -17% | -$149K | 0.35% | 82 |
|
|
2018
Q4 | $881K | Sell |
18,333
-1,085
| -6% | -$52.1K | 0.45% | 75 |
|
|
2018
Q3 | $926K | Sell |
19,418
-2,050
| -10% | -$97.8K | 0.37% | 82 |
|
|
2018
Q2 | $1.03M | Sell |
21,468
-289
| -1% | -$13.9K | 0.47% | 75 |
|
|
2018
Q1 | $1.04M | Buy |
21,757
+1,325
| +6% | +$63.3K | 0.47% | 72 |
|
|
2017
Q4 | $979K | Sell |
20,432
-270
| -1% | -$12.9K | 0.42% | 76 |
|
|
2017
Q3 | $1.01M | Sell |
20,702
-310
| -1% | -$15.1K | 0.43% | 76 |
|
|
2017
Q2 | $1.02M | Buy |
21,012
+1,484
| +8% | +$72K | 0.47% | 72 |
|
|
2017
Q1 | $946K | Buy |
19,528
+2,331
| +14% | +$113K | 0.44% | 75 |
|
|
2016
Q4 | $824K | Sell |
17,197
-6,907
| -29% | -$331K | 0.53% | 66 |
|
|
2016
Q3 | $1.18M | Buy |
24,104
+1,050
| +5% | +$51.3K | 0.6% | 59 |
|
|
2016
Q2 | $1.13M | Buy |
23,054
+105
| +0.5% | +$5.15K | 0.59% | 61 |
|
|
2016
Q1 | $1.12M | Buy |
22,949
+206
| +0.9% | +$10.1K | 0.6% | 61 |
|
|
2015
Q4 | $1.11M | Buy |
22,743
+733
| +3% | +$35.7K | 0.62% | 60 |
|
|
2015
Q3 | $1.07M | Sell |
22,010
-863
| -4% | -$42K | 0.63% | 58 |
|
|
2015
Q2 | $1.11M | Buy |
22,873
+1,750
| +8% | +$85K | 0.76% | 45 |
|
|
2015
Q1 | $1.03M | Buy |
21,123
+2,400
| +13% | +$117K | 0.71% | 50 |
|
|
2014
Q4 | $910K | Buy |
18,723
+1,550
| +9% | +$75.3K | 0.66% | 52 |
|
|
2014
Q3 | $838K | Buy |
17,173
+3,470
| +25% | +$169K | 0.62% | 57 |
|
|
2014
Q2 | $667K | Buy |
13,703
+1,467
| +12% | +$71.4K | 0.48% | 76 |
|
|
2014
Q1 | $594K | Buy |
12,236
+400
| +3% | +$19.4K | 0.46% | 83 |
|
|
2013
Q4 | $575K | Buy |
11,836
+1,798
| +18% | +$87.3K | 0.46% | 83 |
|
|
2013
Q3 | $486K | Sell |
10,038
-2,350
| -19% | -$114K | 0.42% | 93 |
|
|
2013
Q2 | $592K | Buy |
+12,388
| New | +$592K | 0.56% | 69 |
|