Sage Mountain 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 | – | Sell |
-6,929
| Closed | -$330K | – | 543 |
|
|
2025
Q1 | $330K | Buy |
+6,929
| New | +$330K | 0.02% | 281 |
|
|
2021
Q4 | – | Sell |
-59
| Closed | -$3K | – | 697 |
|
|
2021
Q3 | $3K | Buy |
+59
| New | +$3K | ﹤0.01% | 571 |
|
|
2021
Q2 | – | Sell |
-3,836
| Closed | -$190K | – | 530 |
|
|
2021
Q1 | $190K | Buy |
+3,836
| New | +$190K | 0.04% | 308 |
|