Smart Money Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-110,681
| Closed | -$5.21M | – | 78 |
|
|
2023
Q2 | $5.21M | Sell |
110,681
-11,540
| -9% | -$543K | 2.48% | 12 |
|
|
2023
Q1 | $5.77M | Buy |
122,221
+49,103
| +67% | +$2.32M | 2.9% | 12 |
|
|
2022
Q4 | $3.44M | Buy |
+73,118
| New | +$3.44M | 1.79% | 13 |
|
|
2022
Q1 | – | Sell |
-5,311
| Closed | -$261K | – | 68 |
|
|
2021
Q4 | $261K | Sell |
5,311
-1,925
| -27% | -$94.6K | 0.17% | 63 |
|
|
2021
Q3 | $357K | Sell |
7,236
-812
| -10% | -$40.1K | 0.26% | 47 |
|
|
2021
Q2 | $401K | Buy |
8,048
+771
| +11% | +$38.4K | 0.46% | 30 |
|
|
2021
Q1 | $361K | Sell |
7,277
-4,074
| -36% | -$202K | 0.3% | 48 |
|
|
2020
Q4 | $565K | Buy |
11,351
+1,750
| +18% | +$87.1K | 0.48% | 33 |
|
|
2020
Q3 | $479K | Buy |
9,601
+1,430
| +18% | +$71.3K | 0.21% | 69 |
|
|
2020
Q2 | $407K | Sell |
8,171
-24,229
| -75% | -$1.21M | 0.24% | 56 |
|
|
2020
Q1 | $1.58M | Buy |
32,400
+25,800
| +391% | +$1.26M | 1.11% | 26 |
|
|
2019
Q4 | $324K | Buy |
+6,600
| New | +$324K | 0.19% | 66 |
|