AO
Advisor OS’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Buy |
6,920
+2,088
| +43% | +$99.9K | 0.03% | 334 |
|
|
2025
Q1 | $230K | Sell |
4,832
-468
| -9% | -$22.3K | 0.03% | 378 |
|
|
2024
Q4 | $251K | Buy |
5,300
+925
| +21% | +$43.8K | 0.03% | 359 |
|
|
2024
Q3 | $211K | Buy |
+4,375
| New | +$211K | 0.02% | 384 |
|
|
2023
Q4 | – | Sell |
-5,904
| Closed | -$273K | – | 348 |
|
|
2023
Q3 | $273K | Buy |
5,904
+66
| +1% | +$3.05K | 0.04% | 244 |
|
|
2023
Q2 | $275K | Sell |
5,838
-39,314
| -87% | -$1.85M | 0.04% | 245 |
|
|
2023
Q1 | $2.15M | Buy |
45,152
+2,909
| +7% | +$138K | 0.52% | 45 |
|
|
2022
Q4 | $1.98M | Buy |
42,243
+8,896
| +27% | +$418K | 0.53% | 44 |
|
|
2022
Q3 | $1.54M | Buy |
33,347
+14,486
| +77% | +$667K | 0.46% | 47 |
|
|
2022
Q2 | $891K | Sell |
18,861
-30,696
| -62% | -$1.45M | 0.26% | 91 |
|
|
2022
Q1 | $2.35M | Buy |
49,557
+1,293
| +3% | +$61.2K | 0.68% | 29 |
|
|
2021
Q4 | $2.37M | Sell |
48,264
-453
| -0.9% | -$22.3K | 0.48% | 54 |
|
|
2021
Q3 | $2.41M | Buy |
48,717
+44,357
| +1,017% | +$2.19M | 0.52% | 42 |
|
|
2021
Q2 | $217K | Buy |
4,360
+286
| +7% | +$14.2K | 0.05% | 215 |
|
|
2021
Q1 | $203K | Buy |
+4,074
| New | +$203K | 0.05% | 192 |
|
|
2020
Q3 | – | Sell |
-26,527
| Closed | -$1.32M | – | 144 |
|
|
2020
Q2 | $1.32M | Buy |
+26,527
| New | +$1.32M | 0.79% | 28 |
|