Riversedge Advisors’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 | $465K | Sell |
9,718
-2,127
| -18% | -$102K | 0.09% | 66 |
|
|
2025
Q1 | $564K | Sell |
11,845
-50
| -0.4% | -$2.38K | 0.13% | 60 |
|
|
2024
Q4 | $564K | Sell |
11,895
-431
| -3% | -$20.4K | 0.13% | 57 |
|
|
2024
Q3 | $593K | Buy |
12,326
+967
| +9% | +$46.6K | 0.13% | 50 |
|
|
2024
Q2 | $536K | Sell |
11,359
-1,670
| -13% | -$78.8K | 0.13% | 51 |
|
|
2024
Q1 | $618K | Sell |
13,029
-111
| -0.8% | -$5.27K | 0.15% | 46 |
|
|
2023
Q4 | $628K | Sell |
13,140
-5,647
| -30% | -$270K | 0.17% | 42 |
|
|
2023
Q3 | $869K | Sell |
18,787
-1,577
| -8% | -$72.9K | 0.26% | 34 |
|
|
2023
Q2 | $958K | Sell |
20,364
-992
| -5% | -$46.7K | 0.26% | 34 |
|
|
2023
Q1 | $1.02M | Sell |
21,356
-2,939
| -12% | -$140K | 0.3% | 38 |
|
|
2022
Q4 | $1.14M | Sell |
24,295
-1,511
| -6% | -$71K | 0.37% | 35 |
|
|
2022
Q3 | $1.19M | Sell |
25,806
-12,645
| -33% | -$583K | 0.43% | 33 |
|
|
2022
Q2 | $1.82M | Sell |
38,451
-14,796
| -28% | -$699K | 0.67% | 25 |
|
|
2022
Q1 | $2.52M | Sell |
53,247
-3,470
| -6% | -$164K | 0.82% | 22 |
|
|
2021
Q4 | $2.79M | Sell |
56,717
-10,494
| -16% | -$516K | 0.88% | 21 |
|
|
2021
Q3 | $3.32M | Buy |
67,211
+13,488
| +25% | +$666K | 1.14% | 16 |
|
|
2021
Q2 | $2.66M | Buy |
53,723
+1,470
| +3% | +$72.9K | 0.97% | 19 |
|
|
2021
Q1 | $2.59M | Buy |
52,253
+227
| +0.4% | +$11.3K | 1.11% | 17 |
|
|
2020
Q4 | $2.59M | Buy |
52,026
+5,500
| +12% | +$274K | 1.2% | 16 |
|
|
2020
Q3 | $2.32M | Sell |
46,526
-201
| -0.4% | -$10K | 1.23% | 16 |
|
|
2020
Q2 | $2.33M | Sell |
46,727
-1,468
| -3% | -$73.2K | 1.36% | 16 |
|
|
2020
Q1 | $2.36M | Buy |
+48,195
| New | +$2.36M | 2.09% | 14 |
|