Parkside Investments’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 | $269K | Sell |
5,625
-3,000
| -35% | -$143K | 0.04% | 84 |
|
|
2025
Q1 | $411K | Sell |
8,625
-11,850
| -58% | -$564K | 0.06% | 82 |
|
|
2024
Q4 | $970K | Sell |
20,475
-750
| -4% | -$35.5K | 0.15% | 64 |
|
|
2024
Q3 | $1.02M | Sell |
21,225
-13,075
| -38% | -$629K | 0.15% | 60 |
|
|
2024
Q2 | $1.62M | Hold |
34,300
| – | – | 0.26% | 56 |
|
|
2024
Q1 | $1.63M | Sell |
34,300
-725
| -2% | -$34.4K | 0.26% | 55 |
|
|
2023
Q4 | $1.67M | Sell |
35,025
-68,839
| -66% | -$3.29M | 0.28% | 56 |
|
|
2023
Q3 | $4.8M | Sell |
103,864
-5,650
| -5% | -$261K | 0.88% | 47 |
|
|
2023
Q2 | $5.15M | Sell |
109,514
-1,935
| -2% | -$91K | 0.96% | 48 |
|
|
2023
Q1 | $5.3M | Sell |
111,449
-28,852
| -21% | -$1.37M | 1% | 46 |
|
|
2022
Q4 | $6.59M | Sell |
140,301
-14,365
| -9% | -$675K | 1.31% | 35 |
|
|
2022
Q3 | $7.13M | Sell |
154,666
-105,963
| -41% | -$4.88M | 1.53% | 28 |
|
|
2022
Q2 | $12.3M | Buy |
+260,629
| New | +$12.3M | 2.59% | 7 |
|
|
2022
Q1 | – | Sell |
-319,196
| Closed | -$15.7M | – | 166 |
|
|
2021
Q4 | $15.7M | Buy |
319,196
+3,280
| +1% | +$161K | 3.02% | 5 |
|
|
2021
Q3 | $15.6M | Buy |
315,916
+1,795
| +0.6% | +$88.7K | 3.27% | 5 |
|
|
2021
Q2 | $15.6M | Buy |
314,121
+41,720
| +15% | +$2.07M | 3% | 6 |
|
|
2021
Q1 | $13.5M | Buy |
272,401
+56,125
| +26% | +$2.78M | 2.81% | 6 |
|
|
2020
Q4 | $10.8M | Buy |
216,276
+49,237
| +29% | +$2.45M | 2.39% | 6 |
|
|
2020
Q3 | $8.33M | Buy |
167,039
+57,775
| +53% | +$2.88M | 2.19% | 6 |
|
|
2020
Q2 | $5.45M | Buy |
109,264
+17,380
| +19% | +$867K | 1.44% | 15 |
|
|
2020
Q1 | $4.49M | Buy |
91,884
+2,396
| +3% | +$117K | 1.48% | 21 |
|
|
2019
Q4 | $4.39M | Sell |
89,488
-2,159
| -2% | -$106K | 1.07% | 36 |
|
|
2019
Q3 | $4.49M | Sell |
91,647
-27,500
| -23% | -$1.35M | 1.2% | 26 |
|
|
2019
Q2 | $5.83M | Sell |
119,147
-36,425
| -23% | -$1.78M | 1.52% | 16 |
|
|
2019
Q1 | $7.54M | Buy |
155,572
+2,995
| +2% | +$145K | 2.06% | 10 |
|
|
2018
Q4 | $7.33M | Sell |
152,577
-13,498
| -8% | -$649K | 3.18% | 4 |
|
|
2018
Q3 | $7.92M | Buy |
166,075
+23,900
| +17% | +$1.14M | 3.74% | 5 |
|
|
2018
Q2 | $6.82M | Buy |
142,175
+8,650
| +6% | +$415K | 3.34% | 5 |
|
|
2018
Q1 | $6.39M | Buy |
133,525
+37,750
| +39% | +$1.81M | 3.32% | 4 |
|
|
2017
Q4 | $4.59M | Buy |
95,775
+22,750
| +31% | +$1.09M | 2.24% | 9 |
|
|
2017
Q3 | $3.55M | Sell |
73,025
-500
| -0.7% | -$24.3K | 2.05% | 14 |
|
|
2017
Q2 | $3.57M | Buy |
73,525
+30,300
| +70% | +$1.47M | 2.22% | 16 |
|
|
2017
Q1 | $2.09M | Buy |
+43,225
| New | +$2.09M | 1.48% | 39 |
|