Pinnacle Financial Partners’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
Q1 | $295K | Hold |
6,226
| – | – | 0.01% | 384 |
|
|
2024
Q4 | $300K | Hold |
6,226
| – | – | 0.01% | 378 |
|
|
2024
Q3 | $300K | Hold |
6,226
| – | – | 0.01% | 377 |
|
|
2024
Q2 | $295K | Hold |
6,226
| – | – | 0.01% | 373 |
|
|
2024
Q1 | $295K | Hold |
6,226
| – | – | 0.01% | 376 |
|
|
2023
Q4 | $298K | Hold |
6,226
| – | – | 0.01% | 365 |
|
|
2023
Q3 | $288K | Hold |
6,226
| – | – | 0.01% | 342 |
|
|
2023
Q2 | $293K | Sell |
6,226
-5,619
| -47% | -$264K | 0.01% | 339 |
|
|
2023
Q1 | $563K | Hold |
11,845
| – | – | 0.02% | 288 |
|
|
2022
Q4 | $556K | Hold |
11,845
| – | – | 0.02% | 283 |
|
|
2022
Q3 | $546K | Hold |
11,845
| – | – | 0.02% | 267 |
|
|
2022
Q2 | $560K | Hold |
11,845
| – | – | 0.02% | 262 |
|
|
2022
Q1 | $561K | Sell |
11,845
-1,777
| -13% | -$84.2K | 0.02% | 270 |
|
|
2021
Q4 | $670K | Buy |
13,622
+349
| +3% | +$17.2K | 0.02% | 267 |
|
|
2021
Q3 | $656K | Sell |
13,273
-17,253
| -57% | -$853K | 0.02% | 257 |
|
|
2021
Q2 | $1.51M | Sell |
30,526
-5,644
| -16% | -$280K | 0.06% | 182 |
|
|
2021
Q1 | $1.8M | Buy |
36,170
+5,019
| +16% | +$250K | 0.08% | 167 |
|
|
2020
Q4 | $1.55M | Sell |
31,151
-3,607
| -10% | -$180K | 0.08% | 181 |
|
|
2020
Q3 | $1.73M | Sell |
34,758
-10,819
| -24% | -$539K | 0.09% | 163 |
|
|
2020
Q2 | $2.27M | Buy |
45,577
+830
| +2% | +$41.4K | 0.13% | 142 |
|
|
2020
Q1 | $2.19M | Hold |
44,747
| – | – | 0.15% | 140 |
|
|
2019
Q4 | $2.2M | Buy |
44,747
+394
| +0.9% | +$19.4K | 0.14% | 152 |
|
|
2019
Q3 | $2.17M | Buy |
44,353
+175
| +0.4% | +$8.57K | 0.16% | 148 |
|
|
2019
Q2 | $2.16M | Hold |
44,178
| – | – | 0.16% | 145 |
|
|
2019
Q1 | $2.14M | Sell |
44,178
-4,856
| -10% | -$235K | 0.17% | 136 |
|
|
2018
Q4 | $2.36M | Sell |
49,034
-77
| -0.2% | -$3.7K | 0.22% | 124 |
|
|
2018
Q3 | $2.34M | Buy |
49,111
+6,257
| +15% | +$298K | 0.2% | 132 |
|
|
2018
Q2 | $2.06M | Sell |
42,854
-1,658
| -4% | -$79.6K | 0.2% | 134 |
|
|
2018
Q1 | $2.13M | Buy |
44,512
+36,899
| +485% | +$1.76M | 0.22% | 127 |
|
|
2017
Q4 | $365K | Buy |
+7,613
| New | +$365K | 0.04% | 237 |
|
|
2017
Q3 | – | Sell |
-5,613
| Closed | -$272K | – | 421 |
|
|
2017
Q2 | $272K | Buy |
5,613
+818
| +17% | +$39.6K | 0.04% | 253 |
|
|
2017
Q1 | $232K | Buy |
+4,795
| New | +$232K | 0.05% | 225 |
|