Savant Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,186
| Closed | -$298K | – | 1497 |
|
|
2024
Q3 | $298K | Sell |
6,186
-2,888
| -32% | -$139K | ﹤0.01% | 1092 |
|
|
2024
Q2 | $428K | Buy |
9,074
+1,495
| +20% | +$70.6K | ﹤0.01% | 847 |
|
|
2024
Q1 | $360K | Sell |
7,579
-6,559
| -46% | -$311K | ﹤0.01% | 840 |
|
|
2023
Q4 | $676K | Buy |
14,138
+399
| +3% | +$19.1K | 0.01% | 500 |
|
|
2023
Q3 | $635K | Buy |
+13,739
| New | +$635K | 0.01% | 479 |
|