PrairieView 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
Q2 | $600K | Sell |
12,553
-2,071
| -14% | -$99K | 0.06% | 84 |
|
|
2025
Q1 | $696K | Sell |
14,624
-15,102
| -51% | -$719K | 0.07% | 76 |
|
|
2024
Q4 | $1.41M | Sell |
29,726
-8,721
| -23% | -$413K | 0.15% | 58 |
|
|
2024
Q3 | $1.85M | Buy |
38,447
+3,851
| +11% | +$185K | 0.19% | 54 |
|
|
2024
Q2 | $1.63M | Sell |
34,596
-9,049
| -21% | -$427K | 0.18% | 51 |
|
|
2024
Q1 | $2.07M | Buy |
43,645
+11,186
| +34% | +$531K | 0.24% | 48 |
|
|
2023
Q4 | $1.55M | Sell |
32,459
-139,731
| -81% | -$6.68M | 0.19% | 49 |
|
|
2023
Q3 | $7.96M | Sell |
172,190
-284
| -0.2% | -$13.1K | 1.08% | 17 |
|
|
2023
Q2 | $8.11M | Buy |
172,474
+50,389
| +41% | +$2.37M | 1.06% | 17 |
|
|
2023
Q1 | $5.81M | Buy |
122,085
+25,994
| +27% | +$1.24M | 0.8% | 22 |
|
|
2022
Q4 | $4.51M | Buy |
96,091
+6,707
| +8% | +$315K | 0.67% | 23 |
|
|
2022
Q3 | $4.12M | Sell |
89,384
-15,488
| -15% | -$714K | 0.67% | 26 |
|
|
2022
Q2 | $4.96M | Buy |
104,872
+33,800
| +48% | +$1.6M | 0.77% | 22 |
|
|
2022
Q1 | $3.36M | Sell |
71,072
-63,850
| -47% | -$3.02M | 0.48% | 34 |
|
|
2021
Q4 | $6.64M | Sell |
134,922
-8,674
| -6% | -$427K | 0.92% | 20 |
|
|
2021
Q3 | $7.09M | Sell |
143,596
-384
| -0.3% | -$19K | 1.06% | 20 |
|
|
2021
Q2 | $7.14M | Buy |
143,980
+18,336
| +15% | +$909K | 1.07% | 20 |
|
|
2021
Q1 | $6.23M | Buy |
125,644
+58,614
| +87% | +$2.9M | 1% | 20 |
|
|
2020
Q4 | $3.34M | Buy |
67,030
+3,039
| +5% | +$151K | 0.59% | 30 |
|
|
2020
Q3 | $3.19M | Sell |
63,991
-1,284
| -2% | -$64K | 0.67% | 27 |
|
|
2020
Q2 | $3.26M | Sell |
65,275
-4,385
| -6% | -$219K | 0.72% | 26 |
|
|
2020
Q1 | $3.41M | Buy |
69,660
+5,884
| +9% | +$288K | 0.86% | 21 |
|
|
2019
Q4 | $3.13M | Sell |
63,776
-2,993
| -4% | -$147K | 0.67% | 24 |
|
|
2019
Q3 | $3.27M | Buy |
66,769
+4,095
| +7% | +$201K | 0.76% | 25 |
|
|
2019
Q2 | $3.07M | Buy |
62,674
+12,328
| +24% | +$603K | 0.76% | 25 |
|
|
2019
Q1 | $2.44M | Sell |
50,346
-7,438
| -13% | -$361K | 0.63% | 28 |
|
|
2018
Q4 | $2.78M | Sell |
57,784
-50,107
| -46% | -$2.41M | 0.78% | 26 |
|
|
2018
Q3 | $5.15M | Sell |
107,891
-7,190
| -6% | -$343K | 1.35% | 18 |
|
|
2018
Q2 | $5.52M | Sell |
115,081
-84,560
| -42% | -$4.06M | 1.42% | 18 |
|
|
2018
Q1 | $9.55M | Buy |
199,641
+8,140
| +4% | +$389K | 2.28% | 13 |
|
|
2017
Q4 | $9.18M | Buy |
+191,501
| New | +$9.18M | 2.58% | 13 |
|