Westside Investment Management’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Westside Investment Management’s Portfolio SHM Stock Details SHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.45M	Sell	30,261 -464	-2%	-$22.2K	0.27%	92
2025 Q1	$1.46M	Sell	30,725 -8	-0%	-$381	0.31%	88
2024 Q4	$1.46M	Sell	30,733 -3,413	-10%	-$162K	0.31%	84
2024 Q3	$1.64M	Buy	34,146 +22	+0.1%	+$1.06K	0.35%	76
2024 Q2	$1.61M	Buy	34,124 +4,053	+13%	+$191K	0.37%	67
2024 Q1	$1.43M	Sell	30,071 -294	-1%	-$13.9K	0.34%	78
2023 Q4	$1.45M	Sell	30,365 -19,587	-39%	-$936K	0.37%	68
2023 Q3	$2.31M	Sell	49,952 -693	-1%	-$32K	0.66%	37
2023 Q2	$2.38M	Buy	50,645 +74	+0.1%	+$3.48K	0.67%	35
2023 Q1	$2.4M	Buy	50,571 +51	+0.1%	+$2.43K	0.71%	36
2022 Q4	$2.37K	Buy	50,520 +17,305	+52%	+$813	0.01%	227
2022 Q3	$1.53K	Sell	33,215 -10,940	-25%	-$504	﹤0.01%	251
2022 Q2	$2.09K	Buy	44,155 +3,935	+10%	+$186	﹤0.01%	240
2022 Q1	$1.9K	Buy	40,220 +41	+0.1%	+$2	﹤0.01%	244
2021 Q4	$1.98K	Buy	40,179 +116	+0.3%	+$6	﹤0.01%	234
2021 Q3	$1.98K	Sell	40,063 -129	-0.3%	-$6	﹤0.01%	233
2021 Q2	$1.99K	Buy	40,192 +4,024	+11%	+$199	﹤0.01%	224
2021 Q1	$1.79K	Buy	36,168 +17,446	+93%	+$864	﹤0.01%	217
2020 Q4	$932	Buy	18,722 +78	+0.4%	+$4	﹤0.01%	197
2020 Q3	$929	Buy	18,644 +34	+0.2%	+$2	﹤0.01%	207
2020 Q2	$928	Buy	18,610 +28	+0.2%	+$1	﹤0.01%	182
2020 Q1	$908	Buy	+18,582	New	+$908	﹤0.01%	185
2019 Q2	$103	Buy	+2,121	New	+$103	﹤0.01%	248
2018 Q4	$103K	Buy	2,148 +11	+0.5%	+$529	0.04%	209
2018 Q3	$102K	Buy	2,137 +5	+0.2%	+$239	0.03%	199
2018 Q2	$102K	Buy	2,132 +6	+0.3%	+$288	0.04%	227
2018 Q1	$102K	Buy	2,126 +4	+0.2%	+$191	0.06%	214
2017 Q4	$102K	Buy	2,122 +8	+0.4%	+$384	0.06%	215
2017 Q3	$103K	Buy	2,114 +5	+0.2%	+$243	0.06%	197
2017 Q2	$102K	Buy	2,109 +5	+0.2%	+$243	0.07%	196
2017 Q1	$102K	Buy	2,104 +4	+0.2%	+$194	0.05%	190
2016 Q4	$101K	Buy	+2,100	New	+$101K	0.07%	137