Richardson Financial Services’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 | $160K | Sell |
3,344
-481
| -13% | -$23K | 0.11% | 166 |
|
|
2025
Q1 | $182K | Buy |
3,825
+459
| +14% | +$21.8K | 0.14% | 147 |
|
|
2024
Q4 | $160K | Sell |
3,366
-1,399
| -29% | -$66.3K | 0.11% | 159 |
|
|
2024
Q3 | $226K | Buy |
4,765
+1,416
| +42% | +$67.2K | 0.14% | 135 |
|
|
2024
Q2 | $158K | Sell |
3,349
-448
| -12% | -$21.1K | 0.11% | 160 |
|
|
2024
Q1 | $180K | Buy |
3,797
+138
| +4% | +$6.55K | 0.13% | 151 |
|
|
2023
Q4 | $175K | Buy |
+3,659
| New | +$175K | 0.15% | 139 |
|