Valmark Advisers’s 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 | $290K | Hold |
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|
2025
Q1 | $289K | Sell |
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|
2024
Q4 | $314K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $210K | Buy |
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|
2021
Q4 | $204K | Hold |
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|
2021
Q3 | $205K | Hold |
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|
2021
Q2 | $206K | Sell |
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|
2021
Q1 | $262K | Hold |
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|
2020
Q4 | $263K | Hold |
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|
2020
Q3 | $264K | Sell |
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|
2020
Q2 | $271K | Hold |
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|
2020
Q1 | $266K | Sell |
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|
2019
Q4 | $305K | Hold |
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|
2019
Q3 | $304K | Hold |
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|
2019
Q2 | $303K | Hold |
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|
2019
Q1 | $301K | Sell |
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|
2018
Q4 | $302K | Buy |
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|
2018
Q3 | $295K | Sell |
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|
2018
Q2 | $339K | Hold |
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|
2018
Q1 | $338K | Buy |
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|
2017
Q4 | $331K | Buy |
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|
2017
Q3 | $295K | Sell |
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|
2017
Q2 | $372K | Hold |
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|
2017
Q1 | $372K | Sell |
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|
2016
Q4 | $374K | Sell |
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|
2016
Q3 | $408K | Sell |
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|
2016
Q2 | $414K | Sell |
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|
2016
Q1 | $417K | Buy |
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|
2015
Q4 | $411K | Sell |
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|
2015
Q3 | $497K | Sell |
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|
2015
Q2 | $536K | Sell |
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|
2015
Q1 | $539K | Sell |
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|
2014
Q4 | $574K | Sell |
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|
2014
Q3 | $659K | Sell |
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|
2014
Q2 | $715K | Sell |
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|
2014
Q1 | $791K | Sell |
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|
2013
Q4 | $880K | Sell |
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|
2013
Q3 | $1.45M | Buy |
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|
2013
Q2 | $1.34M | Buy |
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