OneDigital Investment Advisors’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 | $1.23M | Sell |
25,644
-4,221
| -14% | -$202K | 0.01% | 570 |
|
|
2025
Q1 | $1.42M | Sell |
29,865
-1,952
| -6% | -$92.9K | 0.02% | 501 |
|
|
2024
Q4 | $1.51M | Sell |
31,817
-8,103
| -20% | -$384K | 0.02% | 501 |
|
|
2024
Q3 | $1.92M | Sell |
39,920
-7,367
| -16% | -$355K | 0.02% | 448 |
|
|
2024
Q2 | $2.23M | Buy |
+47,287
| New | +$2.23M | 0.03% | 394 |
|
|
2023
Q4 | – | Sell |
-12,845
| Closed | -$594K | – | 1142 |
|
|
2023
Q3 | $594K | Sell |
12,845
-908
| -7% | -$42K | 0.01% | 580 |
|
|
2023
Q2 | $647K | Sell |
13,753
-8,984
| -40% | -$423K | 0.01% | 544 |
|
|
2023
Q1 | $1.08M | Sell |
22,737
-1,325
| -6% | -$63K | 0.03% | 375 |
|
|
2022
Q4 | $1.13M | Sell |
24,062
-9,126
| -27% | -$429K | 0.03% | 329 |
|
|
2022
Q3 | $1.53M | Sell |
33,188
-2,133
| -6% | -$98.3K | 0.06% | 224 |
|
|
2022
Q2 | $1.67M | Sell |
35,321
-4,145
| -11% | -$196K | 0.07% | 182 |
|
|
2022
Q1 | $1.87M | Sell |
39,466
-3,956
| -9% | -$187K | 0.07% | 171 |
|
|
2021
Q4 | $2.14M | Sell |
43,422
-24,390
| -36% | -$1.2M | 0.08% | 155 |
|
|
2021
Q3 | $3.35M | Sell |
67,812
-1,536
| -2% | -$75.9K | 0.13% | 104 |
|
|
2021
Q2 | $3.44M | Buy |
69,348
+584
| +0.8% | +$28.9K | 0.14% | 95 |
|
|
2021
Q1 | $3.41M | Sell |
68,764
-9,400
| -12% | -$466K | 0.16% | 92 |
|
|
2020
Q4 | $3.89M | Sell |
78,164
-24,516
| -24% | -$1.22M | 0.2% | 74 |
|
|
2020
Q3 | $5.12M | Sell |
102,680
-12,167
| -11% | -$607K | 0.35% | 57 |
|
|
2020
Q2 | $5.74M | Sell |
114,847
-1,119
| -1% | -$55.9K | 0.41% | 52 |
|
|
2020
Q1 | $5.7M | Sell |
115,966
-4,153
| -3% | -$204K | 0.5% | 42 |
|
|
2019
Q4 | $5.9M | Sell |
120,119
-9,833
| -8% | -$483K | 0.46% | 44 |
|
|
2019
Q3 | $6.37M | Buy |
129,952
+34,379
| +36% | +$1.68M | 0.57% | 35 |
|
|
2019
Q2 | $4.68M | Sell |
95,573
-42,854
| -31% | -$2.1M | 0.36% | 49 |
|
|
2019
Q1 | $6.71M | Buy |
138,427
+13,491
| +11% | +$653K | 0.98% | 18 |
|
|
2018
Q4 | $6.01M | Buy |
+124,936
| New | +$6.01M | 1.01% | 16 |
|
|
2018
Q3 | – | Sell |
-100,151
| Closed | -$4.81M | – | 1190 |
|
|
2018
Q2 | $4.81M | Buy |
100,151
+2,649
| +3% | +$127K | 1.01% | 13 |
|
|
2018
Q1 | $4.55M | Buy |
97,502
+18,506
| +23% | +$863K | 1% | 17 |
|
|
2017
Q4 | $3.78M | Buy |
78,996
+64,092
| +430% | +$3.07M | 0.43% | 20 |
|
|
2017
Q3 | $724K | Sell |
14,904
-27,401
| -65% | -$1.33M | 0.27% | 55 |
|
|
2017
Q2 | $2.05M | Buy |
+42,305
| New | +$2.05M | 0.61% | 34 |
|