OneDigital Investment Advisors’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 | $1.23M | Sell |
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2025
Q1 | $1.42M | Sell |
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|
2024
Q4 | $1.51M | Sell |
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|
2024
Q3 | $1.92M | Sell |
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|
2024
Q2 | $2.23M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $594K | Sell |
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|
2023
Q2 | $647K | Sell |
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|
2023
Q1 | $1.08M | Sell |
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|
2022
Q4 | $1.13M | Sell |
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|
2022
Q3 | $1.53M | Sell |
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|
2022
Q2 | $1.67M | Sell |
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|
2022
Q1 | $1.87M | Sell |
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|
2021
Q4 | $2.13M | Sell |
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|
2021
Q3 | $3.35M | Sell |
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|
2021
Q2 | $3.44M | Buy |
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|
2021
Q1 | $3.41M | Sell |
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|
2020
Q4 | $3.89M | Sell |
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|
2020
Q3 | $5.12M | Sell |
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|
2020
Q2 | $5.74M | Sell |
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|
2020
Q1 | $5.7M | Sell |
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|
2019
Q4 | $5.9M | Sell |
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|
2019
Q3 | $6.37M | Buy |
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|
2019
Q2 | $4.68M | Sell |
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|
2019
Q1 | $6.71M | Buy |
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|
2018
Q4 | $6M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $4.81M | Buy |
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|
2018
Q1 | $4.55M | Buy |
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|
2017
Q4 | $3.78M | Buy |
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|
2017
Q3 | $724K | Sell |
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|
2017
Q2 | $2.05M | Buy |
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