SHJ
Sharkey, Howes & Javer’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,933
| Closed | -$233K | – | 149 |
|
|
2024
Q2 | $233K | Sell |
4,933
-1,707
| -26% | -$80.6K | 0.04% | 110 |
|
|
2024
Q1 | $315K | Sell |
6,640
-4,304
| -39% | -$204K | 0.05% | 101 |
|
|
2023
Q4 | $523K | Sell |
10,944
-6,193
| -36% | -$296K | 0.09% | 80 |
|
|
2023
Q3 | $792K | Sell |
17,137
-7,153
| -29% | -$331K | 0.15% | 66 |
|
|
2023
Q2 | $1.14M | Sell |
24,290
-11,820
| -33% | -$556K | 0.22% | 53 |
|
|
2023
Q1 | $1.72M | Sell |
36,110
-49,571
| -58% | -$2.36M | 0.37% | 41 |
|
|
2022
Q4 | $4.03M | Sell |
85,681
-252,072
| -75% | -$11.8M | 0.92% | 24 |
|
|
2022
Q3 | $15.6M | Buy |
+337,753
| New | +$15.6M | 3.39% | 6 |
|