Strategic Wealth Partners’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 | $475K | Buy |
+9,927
| New | +$475K | 0.04% | 216 |
|
|
2024
Q4 | $498K | Sell |
10,447
-150
| -1% | -$7.15K | 0.04% | 209 |
|
|
2024
Q3 | $510K | Sell |
10,597
-3,100
| -23% | -$149K | 0.05% | 206 |
|
|
2024
Q2 | $646K | Hold |
13,697
| – | – | 0.07% | 172 |
|
|
2024
Q1 | $650K | Sell |
13,697
-275
| -2% | -$13K | 0.07% | 165 |
|
|
2023
Q4 | $668K | Hold |
13,972
| – | – | 0.08% | 159 |
|
|
2023
Q3 | $646K | Buy |
13,972
+212
| +2% | +$9.8K | 0.09% | 180 |
|
|
2023
Q2 | $647K | Hold |
13,760
| – | – | 0.08% | 184 |
|
|
2023
Q1 | $654K | Sell |
13,760
-1,731
| -11% | -$82.3K | 0.1% | 155 |
|
|
2022
Q4 | $728K | Sell |
15,491
-2,451
| -14% | -$115K | 0.14% | 143 |
|
|
2022
Q3 | $827K | Buy |
17,942
+2,991
| +20% | +$138K | 0.18% | 138 |
|
|
2022
Q2 | $707K | Sell |
14,951
-2,778
| -16% | -$131K | 0.15% | 141 |
|
|
2022
Q1 | $839K | Buy |
17,729
+1,536
| +9% | +$72.7K | 0.16% | 142 |
|
|
2021
Q4 | $796K | Hold |
16,193
| – | – | 0.15% | 157 |
|
|
2021
Q3 | $800K | Buy |
16,193
+1,950
| +14% | +$96.3K | 0.23% | 118 |
|
|
2021
Q2 | $706K | Sell |
14,243
-720
| -5% | -$35.7K | 0.23% | 113 |
|
|
2021
Q1 | $742K | Buy |
14,963
+248
| +2% | +$12.3K | 0.3% | 89 |
|
|
2020
Q4 | $733K | Buy |
14,715
+803
| +6% | +$40K | 0.31% | 85 |
|
|
2020
Q3 | $694K | Sell |
13,912
-6,134
| -31% | -$306K | 0.35% | 72 |
|
|
2020
Q2 | $1M | Sell |
20,046
-5,864
| -23% | -$293K | 0.52% | 56 |
|
|
2020
Q1 | $1.27M | Hold |
25,910
| – | – | 0.66% | 41 |
|
|
2019
Q4 | $1.27M | Sell |
25,910
-3,864
| -13% | -$190K | 0.66% | 41 |
|
|
2019
Q3 | $96.9K | Buy |
29,774
+2,051
| +7% | +$6.67K | 0.5% | 57 |
|
|
2019
Q2 | $1.36M | Sell |
27,723
-3,646
| -12% | -$178K | 0.65% | 42 |
|
|
2019
Q1 | $1.52M | Buy |
31,369
+5,589
| +22% | +$271K | 0.7% | 40 |
|
|
2018
Q4 | $1.26M | Buy |
25,780
+1,492
| +6% | +$72.9K | 0.64% | 38 |
|
|
2018
Q3 | $1.16M | Sell |
24,288
-3,647
| -13% | -$174K | 0.62% | 52 |
|
|
2018
Q2 | $1.34M | Buy |
27,935
+3,394
| +14% | +$163K | 0.78% | 27 |
|
|
2018
Q1 | $1.17M | Buy |
24,541
+6,899
| +39% | +$330K | 0.61% | 43 |
|
|
2017
Q4 | $855K | Buy |
+17,642
| New | +$855K | 0.47% | 73 |
|