Omega Financial Group’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 | $971K | Buy |
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|
2025
Q1 | $913K | Buy |
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|
2024
Q4 | $907K | Sell |
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|
2024
Q3 | $930K | Sell |
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|
2024
Q2 | $960K | Buy |
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|
2024
Q1 | $962K | Sell |
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|
2023
Q4 | $978K | Sell |
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|
2023
Q3 | $959K | Sell |
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|
2023
Q2 | $1.07M | Buy |
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|
2023
Q1 | $1.05M | Buy |
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|
2022
Q4 | $887K | Sell |
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|
2022
Q3 | $1.51M | Buy |
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|
2022
Q2 | $428K | Sell |
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|
2022
Q1 | $704K | Buy |
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|
2021
Q4 | $404K | Buy |
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|
2021
Q3 | $370K | Buy |
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|
2021
Q2 | $367K | Buy |
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|
2021
Q1 | $366K | Buy |
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|
2020
Q4 | $300K | Sell |
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|
2020
Q3 | $387K | Buy |
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|
2020
Q2 | $346K | Sell |
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|
2020
Q1 | $362K | Sell |
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|
2019
Q4 | $2.03M | Buy |
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|
2019
Q3 | $1.91M | Buy |
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|
2019
Q2 | $1.21M | Buy |
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|
2019
Q1 | $1.1M | Buy |
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|
2018
Q4 | $1M | Buy |
|