RiverGlades Family Offices’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 | $1.57M | Buy |
32,816
+1,805
| +6% | +$86.3K | 1.03% | 24 |
|
|
2025
Q1 | $1.48M | Sell |
31,011
-18,346
| -37% | -$873K | 1.06% | 22 |
|
|
2024
Q4 | $2.34M | Buy |
49,357
+2,766
| +6% | +$131K | 1.67% | 15 |
|
|
2024
Q3 | $2.24M | Sell |
46,591
-324
| -0.7% | -$15.6K | 1.61% | 16 |
|
|
2024
Q2 | $2.21M | Sell |
46,915
-850
| -2% | -$40.1K | 1.72% | 14 |
|
|
2024
Q1 | $2.26M | Buy |
47,765
+850
| +2% | +$40.2K | 1.8% | 14 |
|
|
2023
Q4 | $2.24M | Sell |
46,915
-2,349
| -5% | -$112K | 1.81% | 15 |
|
|
2023
Q3 | $2.28M | Buy |
49,264
+7,570
| +18% | +$350K | 2% | 12 |
|
|
2023
Q2 | $1.96M | Buy |
41,694
+550
| +1% | +$25.9K | 1.75% | 15 |
|
|
2023
Q1 | $1.96M | Sell |
41,144
-3,500
| -8% | -$166K | 1.8% | 14 |
|
|
2022
Q4 | $2.1M | Buy |
+44,644
| New | +$2.1M | 1.93% | 14 |
|
|
2022
Q2 | $2.25M | Sell |
47,654
-300
| -0.6% | -$14.2K | 2.09% | 13 |
|
|
2022
Q1 | $2.27M | Buy |
47,954
+1,100
| +2% | +$52.1K | 1.71% | 14 |
|
|
2021
Q4 | $2.3M | Hold |
46,854
| – | – | 1.67% | 14 |
|
|
2021
Q3 | $2.32M | Sell |
46,854
-200
| -0.4% | -$9.88K | 1.81% | 14 |
|
|
2021
Q2 | $2.33M | Hold |
47,054
| – | – | 1.8% | 13 |
|
|
2021
Q1 | $2.33M | Buy |
47,054
+500
| +1% | +$24.8K | 1.9% | 12 |
|
|
2020
Q4 | $2.32M | Sell |
46,554
-900
| -2% | -$44.8K | 1.97% | 12 |
|
|
2020
Q3 | $2.37M | Buy |
47,454
+2,300
| +5% | +$115K | 2.26% | 13 |
|
|
2020
Q2 | $2.25M | Sell |
45,154
-800
| -2% | -$39.9K | 2.3% | 14 |
|
|
2020
Q1 | $2.25M | Buy |
45,954
+450
| +1% | +$22K | 2.39% | 14 |
|
|
2019
Q4 | $2.24M | Sell |
45,504
-3,330
| -7% | -$164K | 1.93% | 16 |
|
|
2019
Q3 | $2.39M | Sell |
48,834
-635
| -1% | -$31.1K | 2.14% | 14 |
|
|
2019
Q2 | $2.42M | Buy |
+49,469
| New | +$2.42M | 2.16% | 14 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 14 |
|
|
2018
Q4 | – | Hold |
0
| – | -$3.48M | – | 71 |
|
|
2018
Q3 | – | Hold |
0
| – | -$3.87M | – | 11 |
|
|
2018
Q2 | – | Hold |
0
| – | -$5.61M | – | 11 |
|
|
2018
Q1 | – | Sell |
-147,599
| Closed | -$7.07M | – | 5 |
|
|
2017
Q4 | $7.07M | Buy |
+147,599
| New | +$7.07M | 5.8% | 4 |
|