SIM
Studio Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $700K | Sell |
14,635
-10,920
| -43% | -$522K | 0.14% | 98 |
|
|
2025
Q1 | $1.22M | Sell |
25,555
-48,947
| -66% | -$2.33M | 0.25% | 60 |
|
|
2024
Q4 | $3.53M | Sell |
74,502
-13,610
| -15% | -$645K | 0.75% | 38 |
|
|
2024
Q3 | $4.24M | Sell |
88,112
-1,445
| -2% | -$69.6K | 0.89% | 35 |
|
|
2024
Q2 | $4.23M | Sell |
89,557
-57
| -0.1% | -$2.69K | 0.96% | 30 |
|
|
2024
Q1 | $4.25M | Sell |
89,614
-10,810
| -11% | -$513K | 1.01% | 30 |
|
|
2023
Q4 | $4.8M | Sell |
100,424
-5,570
| -5% | -$266K | 1.22% | 22 |
|
|
2023
Q3 | $4.9M | Sell |
105,994
-27,291
| -20% | -$1.26M | 1.37% | 19 |
|
|
2023
Q2 | $6.27M | Sell |
133,285
-1,888
| -1% | -$88.8K | 1.75% | 13 |
|
|
2023
Q1 | $6.43M | Buy |
135,173
+32,545
| +32% | +$1.55M | 1.94% | 13 |
|
|
2022
Q4 | $4.82M | Buy |
102,628
+49,248
| +92% | +$2.31M | 1.56% | 20 |
|
|
2022
Q3 | $2.46M | Sell |
53,380
-60
| -0.1% | -$2.77K | 0.89% | 31 |
|
|
2022
Q2 | $2.53M | Buy |
53,440
+965
| +2% | +$45.6K | 0.88% | 31 |
|
|
2022
Q1 | $2.48M | Buy |
52,475
+620
| +1% | +$29.3K | 0.82% | 42 |
|
|
2021
Q4 | $2.55M | Buy |
51,855
+46,580
| +883% | +$2.29M | 0.92% | 32 |
|
|
2021
Q3 | $261K | Buy |
+5,275
| New | +$261K | 0.11% | 90 |
|