Ritholtz Wealth Management’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 | $862K | Sell |
18,018
-12
| -0.1% | -$574 | 0.02% | 488 |
|
|
2025
Q1 | $858K | Sell |
18,030
-927
| -5% | -$44.1K | 0.03% | 440 |
|
|
2024
Q4 | $898K | Buy |
18,957
+933
| +5% | +$44.2K | 0.03% | 394 |
|
|
2024
Q3 | $868K | Buy |
18,024
+36
| +0.2% | +$1.73K | 0.03% | 407 |
|
|
2024
Q2 | $849K | Sell |
17,988
-5,071
| -22% | -$239K | 0.03% | 386 |
|
|
2024
Q1 | $1.09M | Sell |
23,059
-538
| -2% | -$25.5K | 0.04% | 336 |
|
|
2023
Q4 | $1.13M | Buy |
23,597
+31
| +0.1% | +$1.48K | 0.04% | 285 |
|
|
2023
Q3 | $1.09M | Sell |
23,566
-956
| -4% | -$44.2K | 0.05% | 253 |
|
|
2023
Q2 | $1.15M | Sell |
24,522
-24,891
| -50% | -$1.17M | 0.05% | 235 |
|
|
2023
Q1 | $2.35M | Buy |
49,413
+4,807
| +11% | +$229K | 0.12% | 104 |
|
|
2022
Q4 | $2.1M | Buy |
44,606
+10,540
| +31% | +$495K | 0.12% | 123 |
|
|
2022
Q3 | $1.57M | Buy |
34,066
+19,774
| +138% | +$911K | 0.08% | 168 |
|
|
2022
Q2 | $675K | Buy |
+14,292
| New | +$675K | 0.04% | 252 |
|
|
2019
Q4 | – | Sell |
-8,535
| Closed | -$418K | – | 158 |
|
|
2019
Q3 | $418K | Buy |
8,535
+11
| +0.1% | +$539 | 0.07% | 86 |
|
|
2019
Q2 | $417K | Sell |
8,524
-106
| -1% | -$5.19K | 0.07% | 79 |
|
|
2019
Q1 | $418K | Buy |
8,630
+126
| +1% | +$6.1K | 0.08% | 83 |
|
|
2018
Q4 | $409K | Sell |
8,504
-788
| -8% | -$37.9K | 0.09% | 76 |
|
|
2018
Q3 | $443K | Buy |
9,292
+4,871
| +110% | +$232K | 0.11% | 67 |
|
|
2018
Q2 | $212K | Buy |
4,421
+66
| +2% | +$3.17K | 0.06% | 111 |
|
|
2018
Q1 | $208K | Buy |
4,355
+9
| +0.2% | +$430 | 0.06% | 109 |
|
|
2017
Q4 | $208K | Sell |
4,346
-692
| -14% | -$33.1K | 0.06% | 110 |
|
|
2017
Q3 | $245K | Buy |
+5,038
| New | +$245K | 0.09% | 63 |
|