Saxon Interests’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
Q1 | – | Sell |
-5,696
| Closed | -$272K | – | 202 |
|
|
2023
Q4 | $272K | Buy |
+5,696
| New | +$272K | 0.14% | 146 |
|
|
2023
Q3 | – | Sell |
-6,251
| Closed | -$294K | – | 172 |
|
|
2023
Q2 | $294K | Sell |
6,251
-54
| -0.9% | -$2.54K | 0.16% | 133 |
|
|
2023
Q1 | $300K | Sell |
6,305
-1,105
| -15% | -$52.5K | 0.17% | 135 |
|
|
2022
Q4 | $350K | Sell |
7,410
-2,197
| -23% | -$104K | 0.2% | 116 |
|
|
2022
Q3 | $444K | Sell |
9,607
-1,593
| -14% | -$73.6K | 0.27% | 83 |
|
|
2022
Q2 | $529K | Sell |
11,200
-1,366
| -11% | -$64.5K | 0.32% | 80 |
|
|
2022
Q1 | $595K | Sell |
12,566
-41
| -0.3% | -$1.94K | 0.32% | 71 |
|
|
2021
Q4 | $617K | Buy |
+12,607
| New | +$617K | 0.35% | 64 |
|