WhitTier Trust Company’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 | $15.5K | Hold |
325
| – | – | ﹤0.01% | 1056 |
|
|
2025
Q1 | $15.5K | Hold |
325
| – | – | ﹤0.01% | 1033 |
|
|
2024
Q4 | $15.4K | Hold |
325
| – | – | ﹤0.01% | 991 |
|
|
2024
Q3 | $15.6K | Hold |
325
| – | – | ﹤0.01% | 980 |
|
|
2024
Q2 | $15.3K | Hold |
325
| – | – | ﹤0.01% | 938 |
|
|
2024
Q1 | $15.4K | Hold |
325
| – | – | ﹤0.01% | 896 |
|
|
2023
Q4 | $15.5K | Sell |
325
-188
| -37% | -$8.98K | ﹤0.01% | 894 |
|
|
2023
Q3 | $23.7K | Hold |
513
| – | – | ﹤0.01% | 790 |
|
|
2023
Q2 | $24.1K | Hold |
513
| – | – | ﹤0.01% | 821 |
|
|
2023
Q1 | $24.4K | Hold |
513
| – | – | ﹤0.01% | 811 |
|
|
2022
Q4 | $24.1K | Sell |
513
-3,385
| -87% | -$159K | ﹤0.01% | 809 |
|
|
2022
Q3 | $180K | Hold |
3,898
| – | – | 0.01% | 478 |
|
|
2022
Q2 | $184K | Sell |
3,898
-224
| -5% | -$10.6K | 0.01% | 474 |
|
|
2022
Q1 | $195K | Hold |
4,122
| – | – | 0.01% | 466 |
|
|
2021
Q4 | $203K | Hold |
4,122
| – | – | 0.01% | 468 |
|
|
2021
Q3 | $204K | Hold |
4,122
| – | – | 0.01% | 457 |
|
|
2021
Q2 | $204K | Hold |
4,122
| – | – | 0.01% | 456 |
|
|
2021
Q1 | $204K | Sell |
4,122
-153
| -4% | -$7.57K | 0.01% | 444 |
|
|
2020
Q4 | $213K | Hold |
4,275
| – | – | 0.01% | 424 |
|
|
2020
Q3 | $213K | Hold |
4,275
| – | – | 0.01% | 413 |
|
|
2020
Q2 | $213K | Sell |
4,275
-647
| -13% | -$32.2K | 0.01% | 395 |
|
|
2020
Q1 | $241K | Sell |
4,922
-597
| -11% | -$29.2K | 0.02% | 369 |
|
|
2019
Q4 | $271K | Buy |
5,519
+597
| +12% | +$29.3K | 0.02% | 374 |
|
|
2019
Q3 | $241K | Sell |
4,922
-225
| -4% | -$11K | 0.02% | 382 |
|
|
2019
Q2 | $252K | Hold |
5,147
| – | – | 0.02% | 371 |
|
|
2019
Q1 | $249K | Hold |
5,147
| – | – | 0.02% | 367 |
|
|
2018
Q4 | $247K | Sell |
5,147
-7,197
| -58% | -$345K | 0.02% | 355 |
|
|
2018
Q3 | $589K | Sell |
12,344
-940
| -7% | -$44.9K | 0.04% | 253 |
|
|
2018
Q2 | $637K | Sell |
13,284
-75
| -0.6% | -$3.6K | 0.05% | 237 |
|
|
2018
Q1 | $639K | Hold |
13,359
| – | – | 0.05% | 236 |
|
|
2017
Q4 | $640K | Hold |
13,359
| – | – | 0.05% | 231 |
|
|
2017
Q3 | $649K | Sell |
13,359
-1,162
| -8% | -$56.5K | 0.06% | 229 |
|
|
2017
Q2 | $704K | Sell |
14,521
-554
| -4% | -$26.9K | 0.07% | 221 |
|
|
2017
Q1 | $730K | Buy |
15,075
+515
| +4% | +$24.9K | 0.07% | 217 |
|
|
2016
Q4 | $698K | Sell |
14,560
-515
| -3% | -$24.7K | 0.07% | 203 |
|
|
2016
Q3 | $736K | Sell |
15,075
-1,851
| -11% | -$90.4K | 0.08% | 199 |
|
|
2016
Q2 | $831K | Sell |
16,926
-1,533
| -8% | -$75.3K | 0.09% | 192 |
|
|
2016
Q1 | $901K | Sell |
18,459
-1,760
| -9% | -$85.9K | 0.11% | 183 |
|
|
2015
Q4 | $985K | Buy |
20,219
+47
| +0.2% | +$2.29K | 0.12% | 177 |
|
|
2015
Q3 | $983K | Sell |
20,172
-3,400
| -14% | -$166K | 0.12% | 174 |
|
|
2015
Q2 | $1.14M | Buy |
23,572
+4,638
| +24% | +$225K | 0.13% | 165 |
|
|
2015
Q1 | $921K | Sell |
18,934
-149
| -0.8% | -$7.25K | 0.1% | 197 |
|
|
2014
Q4 | $927K | Sell |
19,083
-12,568
| -40% | -$611K | 0.1% | 195 |
|
|
2014
Q3 | $1.55M | Sell |
31,651
-1,147
| -3% | -$56K | 0.18% | 121 |
|
|
2014
Q2 | $1.6M | Buy |
32,798
+14,285
| +77% | +$695K | 0.18% | 123 |
|
|
2014
Q1 | $898K | Buy |
18,513
+2,988
| +19% | +$145K | 0.11% | 183 |
|
|
2013
Q4 | $754K | Buy |
15,525
+880
| +6% | +$42.7K | 0.09% | 190 |
|
|
2013
Q3 | $709K | Hold |
14,645
| – | – | 0.1% | 186 |
|
|
2013
Q2 | $700K | Buy |
+14,645
| New | +$700K | 0.1% | 176 |
|