Running Point Capital 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
$67.8K Buy
1,417
+46
+3% +$2.2K 0.02% 135
2025
Q1
$65.3K Hold
1,371
0.02% 129
2024
Q4
$65K Hold
1,371
0.02% 119
2024
Q3
$66K Hold
1,371
0.03% 108
2024
Q2
$64.7K Hold
1,371
0.03% 105
2024
Q1
$65K Hold
1,371
0.03% 107
2023
Q4
$65.5K Buy
+1,371
New +$65.5K 0.03% 115