Summit Financial’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $550K | Buy |
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|
2024
Q4 | $539K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $498K | Sell |
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|
2024
Q1 | $1.32M | Sell |
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|
2023
Q4 | $2.32M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.51M | Sell |
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|
2022
Q4 | $3.15M | Buy |
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|
2022
Q3 | $291K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $203K | Buy |
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