55I LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-74,286
| Closed | -$3.52M | – | 672 |
|
|
2022
Q1 | $3.52M | Buy |
74,286
+20,668
| +39% | +$978K | 0.08% | 146 |
|
|
2021
Q4 | $2.64M | Sell |
53,618
-131,253
| -71% | -$6.46M | 0.07% | 158 |
|
|
2021
Q3 | $9.13M | Buy |
184,871
+115,999
| +168% | +$5.73M | 0.27% | 62 |
|
|
2021
Q2 | $3.41M | Sell |
68,872
-4,949
| -7% | -$245K | 0.12% | 104 |
|
|
2021
Q1 | $3.66M | Buy |
+73,821
| New | +$3.66M | 0.18% | 77 |
|