Tidemark’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 |
-13,295
| Closed | -$633K | – | 740 |
|
|
2025
Q1 | $633K | Buy |
13,295
+509
| +4% | +$24.2K | 0.23% | 59 |
|
|
2024
Q4 | $606K | Buy |
12,786
+882
| +7% | +$41.8K | 0.23% | 58 |
|
|
2024
Q3 | $573K | Buy |
11,904
+2,479
| +26% | +$119K | 0.24% | 62 |
|
|
2024
Q2 | $445K | Buy |
9,425
+600
| +7% | +$28.3K | 0.2% | 68 |
|
|
2024
Q1 | $419K | Buy |
8,825
+4,578
| +108% | +$217K | 0.23% | 81 |
|
|
2023
Q4 | $203K | Buy |
+4,247
| New | +$203K | 0.13% | 109 |
|