Advisory Services Network’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 | $310K | Buy |
6,466
+24
| +0.4% | +$1.15K | 0.01% | 1388 |
|
|
2025
Q1 | $307K | Sell |
6,442
-648
| -9% | -$30.8K | 0.01% | 1283 |
|
|
2024
Q4 | $336K | Sell |
7,090
-3,333
| -32% | -$158K | 0.01% | 1236 |
|
|
2024
Q3 | $492K | Hold |
10,423
| – | – | 0.01% | 999 |
|
|
2024
Q2 | $492K | Buy |
10,423
+546
| +6% | +$25.8K | 0.01% | 999 |
|
|
2024
Q1 | $469K | Sell |
9,877
-287
| -3% | -$13.6K | 0.01% | 987 |
|
|
2023
Q4 | $486K | Sell |
10,164
-4,190
| -29% | -$200K | 0.01% | 911 |
|
|
2023
Q3 | $664K | Buy |
14,354
+1,661
| +13% | +$76.8K | 0.02% | 790 |
|
|
2023
Q2 | $597K | Buy |
12,693
+495
| +4% | +$23.3K | 0.02% | 835 |
|
|
2023
Q1 | $580K | Sell |
12,198
-2,379
| -16% | -$113K | 0.02% | 841 |
|
|
2022
Q4 | $685K | Buy |
14,577
+6,418
| +79% | +$302K | 0.02% | 728 |
|
|
2022
Q3 | $376K | Sell |
8,159
-1,663
| -17% | -$76.6K | 0.01% | 941 |
|
|
2022
Q2 | $465K | Buy |
9,822
+316
| +3% | +$15K | 0.02% | 865 |
|
|
2022
Q1 | $450K | Sell |
9,506
-138
| -1% | -$6.53K | 0.01% | 959 |
|
|
2021
Q4 | $474K | Sell |
9,644
-10,716
| -53% | -$527K | 0.01% | 914 |
|
|
2021
Q3 | $1.01M | Buy |
20,360
+7,012
| +53% | +$346K | 0.03% | 595 |
|
|
2021
Q2 | $661K | Sell |
13,348
-191
| -1% | -$9.46K | 0.02% | 766 |
|
|
2021
Q1 | $671K | Buy |
13,539
+3,710
| +38% | +$184K | 0.02% | 717 |
|
|
2020
Q4 | $489K | Sell |
9,829
-1,338
| -12% | -$66.6K | 0.02% | 749 |
|
|
2020
Q3 | $557K | Sell |
11,167
-1,445
| -11% | -$72.1K | 0.03% | 590 |
|
|
2020
Q2 | $629K | Buy |
12,612
+1,445
| +13% | +$72.1K | 0.03% | 525 |
|
|
2020
Q1 | $546K | Buy |
11,167
+9,857
| +752% | +$482K | 0.04% | 499 |
|
|
2019
Q4 | $64K | Buy |
1,310
+515
| +65% | +$25.2K | ﹤0.01% | 1380 |
|
|
2019
Q3 | $39K | Hold |
795
| – | – | ﹤0.01% | 1494 |
|
|
2019
Q2 | $39K | Buy |
795
+93
| +13% | +$4.56K | ﹤0.01% | 1492 |
|
|
2019
Q1 | $34K | Buy |
702
+4
| +0.6% | +$194 | ﹤0.01% | 1389 |
|
|
2018
Q4 | $33K | Buy |
698
+29
| +4% | +$1.37K | ﹤0.01% | 1303 |
|
|
2018
Q3 | $32K | Hold |
669
| – | – | ﹤0.01% | 1397 |
|
|
2018
Q2 | $32K | Buy |
669
+607
| +979% | +$29K | ﹤0.01% | 1371 |
|
|
2018
Q1 | $3K | Sell |
62
-6,197
| -99% | -$300K | ﹤0.01% | 2312 |
|
|
2017
Q4 | $300K | Buy |
6,259
+6,197
| +9,995% | +$297K | 0.03% | 639 |
|
|
2017
Q3 | $3K | Hold |
62
| – | – | ﹤0.01% | 2077 |
|
|
2017
Q2 | $3K | Hold |
62
| – | – | ﹤0.01% | 2024 |
|
|
2017
Q1 | $3K | Buy |
+62
| New | +$3K | ﹤0.01% | 1900 |
|
|
2016
Q3 | $3K | Hold |
61
| – | – | ﹤0.01% | 1703 |
|
|
2016
Q2 | $3K | Hold |
61
| – | – | ﹤0.01% | 1581 |
|
|
2016
Q1 | $3K | Sell |
61
-1
| -2% | -$49 | ﹤0.01% | 1414 |
|
|
2015
Q4 | $3K | Buy |
+62
| New | +$3K | ﹤0.01% | 1274 |
|