Rehmann Capital Advisory Group’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 | $495K | Buy |
10,340
+66
| +0.6% | +$3.16K | 0.03% | 355 |
|
|
2025
Q1 | $489K | Buy |
10,274
+43
| +0.4% | +$2.05K | 0.03% | 362 |
|
|
2024
Q4 | $485K | Buy |
10,231
+81
| +0.8% | +$3.84K | 0.03% | 356 |
|
|
2024
Q3 | $489K | Buy |
10,150
+55
| +0.5% | +$2.65K | 0.03% | 343 |
|
|
2024
Q2 | $476K | Buy |
10,095
+45
| +0.4% | +$2.12K | 0.03% | 337 |
|
|
2024
Q1 | $477K | Buy |
10,050
+27
| +0.3% | +$1.28K | 0.04% | 326 |
|
|
2023
Q4 | $479K | Sell |
10,023
-2,705
| -21% | -$129K | 0.04% | 321 |
|
|
2023
Q3 | $588K | Buy |
12,728
+36
| +0.3% | +$1.66K | 0.05% | 268 |
|
|
2023
Q2 | $597K | Buy |
12,692
+31
| +0.2% | +$1.46K | 0.05% | 275 |
|
|
2023
Q1 | $602K | Sell |
12,661
-570
| -4% | -$27.1K | 0.06% | 271 |
|
|
2022
Q4 | $622K | Buy |
13,231
+632
| +5% | +$29.7K | 0.06% | 266 |
|
|
2022
Q3 | $581K | Sell |
12,599
-83
| -0.7% | -$3.83K | 0.06% | 260 |
|
|
2022
Q2 | $599K | Buy |
12,682
+18
| +0.1% | +$851 | 0.07% | 253 |
|
|
2022
Q1 | $599K | Sell |
12,664
-1,449
| -10% | -$68.6K | 0.06% | 274 |
|
|
2021
Q4 | $694K | Buy |
14,113
+43
| +0.3% | +$2.12K | 0.06% | 254 |
|
|
2021
Q3 | $695K | Buy |
14,070
+27
| +0.2% | +$1.33K | 0.07% | 251 |
|
|
2021
Q2 | $696K | Buy |
14,043
+28
| +0.2% | +$1.39K | 0.07% | 245 |
|
|
2021
Q1 | $695K | Sell |
14,015
-1,628
| -10% | -$80.7K | 0.07% | 228 |
|
|
2020
Q4 | $779K | Buy |
15,643
+65
| +0.4% | +$3.24K | 0.09% | 192 |
|
|
2020
Q3 | $777K | Buy |
15,578
+45
| +0.3% | +$2.24K | 0.1% | 179 |
|
|
2020
Q2 | $775K | Buy |
15,533
+49
| +0.3% | +$2.44K | 0.11% | 169 |
|
|
2020
Q1 | $757K | Buy |
+15,484
| New | +$757K | 0.12% | 139 |
|
|
2019
Q3 | – | Sell |
-11,290
| Closed | -$552K | – | 2044 |
|
|
2019
Q2 | $552K | Buy |
11,290
+39
| +0.3% | +$1.91K | 0.07% | 230 |
|
|
2019
Q1 | $545K | Buy |
+11,251
| New | +$545K | 0.07% | 206 |
|
|
2018
Q4 | – | Sell |
-21,196
| Closed | -$1.01M | – | 2074 |
|
|
2018
Q3 | $1.01M | Sell |
21,196
-2,544
| -11% | -$121K | 0.14% | 125 |
|
|
2018
Q2 | $1.14M | Buy |
23,740
+61
| +0.3% | +$2.93K | 0.17% | 107 |
|
|
2018
Q1 | $1.13M | Sell |
23,679
-486
| -2% | -$23.2K | 0.18% | 106 |
|
|
2017
Q4 | $1.16M | Sell |
24,165
-541
| -2% | -$25.9K | 0.2% | 102 |
|
|
2017
Q3 | $1.2M | Sell |
24,706
-4,235
| -15% | -$206K | 0.22% | 100 |
|
|
2017
Q2 | $1.4M | Buy |
28,941
+65
| +0.2% | +$3.15K | 0.27% | 79 |
|
|
2017
Q1 | $1.4M | Buy |
28,876
+82
| +0.3% | +$3.97K | 0.23% | 88 |
|
|
2016
Q4 | $1.38M | Buy |
28,794
+6,847
| +31% | +$328K | 0.25% | 81 |
|
|
2016
Q3 | $1.07M | Buy |
21,947
+2,012
| +10% | +$98.3K | 0.21% | 98 |
|
|
2016
Q2 | $978K | Buy |
19,935
+3,418
| +21% | +$168K | 0.18% | 109 |
|
|
2016
Q1 | $806K | Buy |
16,517
+237
| +1% | +$11.6K | 0.16% | 116 |
|
|
2015
Q4 | $793K | Buy |
16,280
+34
| +0.2% | +$1.66K | 0.17% | 109 |
|
|
2015
Q3 | $791K | Sell |
16,246
-1,275
| -7% | -$62.1K | 0.18% | 103 |
|
|
2015
Q2 | $851K | Sell |
17,521
-3,664
| -17% | -$178K | 0.19% | 103 |
|
|
2015
Q1 | $1.03M | Sell |
21,185
-5,410
| -20% | -$263K | 0.23% | 87 |
|
|
2014
Q4 | $1.29M | Sell |
26,595
-10,617
| -29% | -$516K | 0.3% | 73 |
|
|
2014
Q3 | $1.82M | Sell |
37,212
-10,902
| -23% | -$532K | 0.43% | 50 |
|
|
2014
Q2 | $2.34M | Buy |
48,114
+9,005
| +23% | +$438K | 0.56% | 43 |
|
|
2014
Q1 | $1.9M | Sell |
39,109
-5,094
| -12% | -$247K | 0.51% | 42 |
|
|
2013
Q4 | $2.15M | Sell |
44,203
-80,686
| -65% | -$3.92M | 0.65% | 35 |
|
|
2013
Q3 | $6.05M | Sell |
124,889
-2,590
| -2% | -$125K | 1.96% | 10 |
|
|
2013
Q2 | $6.09M | Buy |
+127,479
| New | +$6.09M | 2.11% | 8 |
|