Rock Point Advisors’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Hold |
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|
2025
Q1 | $333K | Hold |
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|
2024
Q4 | $332K | Hold |
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|
2024
Q3 | $337K | Sell |
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|
2024
Q2 | $401K | Hold |
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|
2024
Q1 | $403K | Hold |
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|
2023
Q4 | $406K | Sell |
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|
2023
Q3 | $552K | Hold |
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|
2023
Q2 | $562K | Hold |
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|
2023
Q1 | $568K | Hold |
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|
2022
Q4 | $561K | Buy |
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|
2022
Q3 | $546K | Buy |
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|
2022
Q2 | $499K | Hold |
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|
2022
Q1 | $499K | Hold |
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|
2021
Q4 | $519K | Hold |
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|
2021
Q3 | $521K | Hold |
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|
2021
Q2 | $523K | Hold |
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|
2021
Q1 | $523K | Hold |
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|
2020
Q4 | $525K | Hold |
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|
2020
Q3 | $526K | Hold |
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|
2020
Q2 | $526K | Hold |
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|
2020
Q1 | $516K | Sell |
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|
2019
Q4 | $538K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $245K | Buy |
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|
2017
Q4 | $219K | Sell |
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|
2017
Q3 | $263K | Buy |
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|
2017
Q2 | $207K | Sell |
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|
2017
Q1 | $233K | Sell |
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|
2016
Q4 | $231K | Buy |
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