RW Investment 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 | $3.31M | Sell |
69,215
-5,308
| -7% | -$254K | 0.37% | 18 |
|
|
2025
Q1 | $3.55M | Buy |
74,523
+394
| +0.5% | +$18.8K | 0.44% | 18 |
|
|
2024
Q4 | $3.51M | Sell |
74,129
-6,381
| -8% | -$302K | 0.43% | 18 |
|
|
2024
Q3 | $3.88M | Sell |
80,510
-6,143
| -7% | -$296K | 0.48% | 16 |
|
|
2024
Q2 | $4.09M | Sell |
86,653
-523
| -0.6% | -$24.7K | 0.55% | 13 |
|
|
2024
Q1 | $4.14M | Buy |
87,176
+743
| +0.9% | +$35.2K | 0.58% | 13 |
|
|
2023
Q4 | $4.13M | Sell |
86,433
-12,762
| -13% | -$610K | 0.63% | 13 |
|
|
2023
Q3 | $4.59M | Buy |
99,195
+966
| +1% | +$44.7K | 0.83% | 10 |
|
|
2023
Q2 | $4.62M | Buy |
98,229
+575
| +0.6% | +$27.1K | 0.96% | 11 |
|
|
2023
Q1 | $4.64M | Buy |
97,654
+14,854
| +18% | +$706K | 1.29% | 12 |
|
|
2022
Q4 | $3.89M | Buy |
+82,800
| New | +$3.89M | 1.53% | 11 |
|