O'Shaughnessy Asset Management’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 | $430 | Sell |
9
-117
| -93% | -$5.59K | ﹤0.01% | 2317 |
|
2025
Q1 | $6K | Buy |
+126
| New | +$6K | ﹤0.01% | 2160 |
|
2024
Q3 | – | Sell |
-6
| Closed | -$283 | – | 2178 |
|
2024
Q2 | $283 | Hold |
6
| – | – | ﹤0.01% | 1937 |
|
2024
Q1 | $285 | Buy |
+6
| New | +$285 | ﹤0.01% | 1840 |
|
2023
Q4 | – | Sell |
-1,497
| Closed | -$69.2K | – | 1782 |
|
2023
Q3 | $69.2K | Buy |
+1,497
| New | +$69.2K | ﹤0.01% | 1427 |
|
2023
Q2 | – | Sell |
-5,802
| Closed | -$276K | – | 1569 |
|
2023
Q1 | $276K | Buy |
5,802
+9
| +0.2% | +$428 | ﹤0.01% | 1089 |
|
2022
Q4 | $272K | Buy |
5,793
+16
| +0.3% | +$752 | ﹤0.01% | 1006 |
|
2022
Q3 | $266K | Buy |
5,777
+9
| +0.2% | +$414 | 0.01% | 980 |
|
2022
Q2 | $273K | Buy |
+5,768
| New | +$273K | 0.01% | 911 |
|