Transcendent Capital 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 | $625K | Buy |
13,069
+285
| +2% | +$13.6K | 0.32% | 63 |
|
|
2025
Q1 | $609K | Sell |
12,784
-217
| -2% | -$10.3K | 0.34% | 58 |
|
|
2024
Q4 | $616K | Sell |
13,001
-6,303
| -33% | -$299K | 0.32% | 56 |
|
|
2024
Q3 | $929K | Sell |
19,304
-5,546
| -22% | -$267K | 0.48% | 54 |
|
|
2024
Q2 | $1.17M | Sell |
24,850
-246
| -1% | -$11.6K | 0.68% | 39 |
|
|
2024
Q1 | $1.19M | Sell |
25,096
-4,880
| -16% | -$232K | 0.69% | 41 |
|
|
2023
Q4 | $1.43M | Buy |
+29,976
| New | +$1.43M | 0.95% | 35 |
|