Summit Financial’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 |
-11,549
| Closed | -$550K | – | 829 |
|
|
2025
Q1 | $550K | Buy |
11,549
+169
| +1% | +$8.04K | 0.02% | 489 |
|
|
2024
Q4 | $539K | Buy |
+11,380
| New | +$539K | 0.02% | 437 |
|
|
2024
Q3 | – | Sell |
-10,553
| Closed | -$498K | – | 551 |
|
|
2024
Q2 | $498K | Sell |
10,553
-17,285
| -62% | -$816K | 0.02% | 324 |
|
|
2024
Q1 | $1.32M | Sell |
27,838
-20,724
| -43% | -$983K | 0.08% | 151 |
|
|
2023
Q4 | $2.32M | Buy |
+48,562
| New | +$2.32M | 0.15% | 92 |
|
|
2023
Q2 | – | Sell |
-31,841
| Closed | -$1.51M | – | 334 |
|
|
2023
Q1 | $1.51M | Sell |
31,841
-35,306
| -53% | -$1.68M | 0.13% | 81 |
|
|
2022
Q4 | $3.15M | Buy |
67,147
+60,831
| +963% | +$2.86M | 0.3% | 38 |
|
|
2022
Q3 | $291K | Buy |
+6,316
| New | +$291K | 0.03% | 214 |
|
|
2022
Q1 | – | Sell |
-4,136
| Closed | -$203K | – | 258 |
|
|
2021
Q4 | $203K | Buy |
+4,136
| New | +$203K | 0.02% | 237 |
|