SAG
SageView Advisory Group’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Sell |
31,551
-2,676
| -8% | -$128K | 0.06% | 185 |
|
|
2025
Q1 | $1.63M | Buy |
34,227
+78
| +0.2% | +$3.71K | 0.07% | 146 |
|
|
2024
Q4 | $1.62M | Buy |
34,149
+807
| +2% | +$38.2K | 0.07% | 150 |
|
|
2024
Q3 | $1.61M | Buy |
+33,342
| New | +$1.61M | 0.08% | 136 |
|
|
2024
Q2 | – | Sell |
-14,386
| Closed | -$1.37M | – | 157 |
|
|
2024
Q1 | $1.37M | Buy |
+14,386
| New | +$1.37M | 0.07% | 156 |
|
|
2023
Q4 | – | Sell |
-50,591
| Closed | -$2.34M | – | 126 |
|
|
2023
Q3 | $2.34M | Buy |
50,591
+774
| +2% | +$35.8K | 0.13% | 101 |
|
|
2023
Q2 | $2.34M | Sell |
49,817
-2,542
| -5% | -$120K | 0.13% | 105 |
|
|
2023
Q1 | $2.49M | Buy |
52,359
+771
| +1% | +$36.7K | 0.16% | 96 |
|
|
2022
Q4 | $2.42M | Buy |
+51,588
| New | +$2.42M | 0.2% | 82 |
|