Tilson Financial Group’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 | $2.67M | Buy |
55,829
+899
| +2% | +$43K | 1.01% | 25 |
|
|
2025
Q1 | $2.62M | Buy |
54,930
+8
| +0% | +$381 | 1.03% | 23 |
|
|
2024
Q4 | $2.6M | Sell |
54,922
-679
| -1% | -$32.2K | 1.06% | 25 |
|
|
2024
Q3 | $2.68M | Sell |
55,601
-70
| -0.1% | -$3.37K | 1.16% | 24 |
|
|
2024
Q2 | $2.63M | Sell |
55,671
-1,339
| -2% | -$63.2K | 2.65% | 13 |
|
|
2024
Q1 | $2.71M | Sell |
57,010
-14,172
| -20% | -$672K | 1.45% | 23 |
|
|
2023
Q4 | $3.4M | Buy |
71,182
+2,604
| +4% | +$124K | 2.19% | 16 |
|
|
2023
Q3 | $3.17M | Buy |
68,578
+4,624
| +7% | +$214K | 2.49% | 15 |
|
|
2023
Q2 | $3.01M | Buy |
63,954
+2,255
| +4% | +$106K | 5.12% | 6 |
|
|
2023
Q1 | $2.93M | Buy |
61,699
+1,652
| +3% | +$78.6K | 2.4% | 15 |
|
|
2022
Q4 | $2.82M | Buy |
+60,047
| New | +$2.82M | 2.4% | 15 |
|