Strategic Financial Concepts’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,978
| Closed | -$285K | – | 349 |
|
|
2025
Q1 | $285K | Sell |
5,978
-548
| -8% | -$26.1K | 0.05% | 246 |
|
|
2024
Q4 | $309K | Buy |
+6,526
| New | +$309K | 0.06% | 236 |
|
|
2024
Q3 | – | Sell |
-6,826
| Closed | -$322K | – | 646 |
|
|
2024
Q2 | $322K | Buy |
6,826
+446
| +7% | +$21K | 0.19% | 102 |
|
|
2024
Q1 | $303K | Buy |
6,380
+466
| +8% | +$22.1K | 0.07% | 226 |
|
|
2023
Q4 | $283K | Sell |
5,914
-443
| -7% | -$21.2K | 0.17% | 107 |
|
|
2023
Q3 | $294K | Buy |
6,357
+1,205
| +23% | +$55.7K | 0.1% | 188 |
|
|
2023
Q2 | $242K | Buy |
5,152
+5
| +0.1% | +$235 | 0.09% | 202 |
|
|
2023
Q1 | $245K | Buy |
+5,147
| New | +$245K | 0.1% | 185 |
|