PAX 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
$910K Sell
2025
Q1
$986K Buy
2024
Q4
$949K Buy
2024
Q3
$940K Buy
2024
Q2
$905K Sell
2024
Q1
$923K Buy
2023
Q4
$818K Sell
2023
Q3
$865K Sell
2023
Q2
$1.32M Sell
2023
Q1
$1.47M Sell
2022
Q4
$1.5M Sell
2022
Q3
$1.48M Buy
2022
Q2
$677K Buy
2022
Q1
$460K Buy
2021
Q4
$434K Buy
2021
Q3
$379K Buy
2021
Q2
$331K Buy
2021
Q1
$216K Buy