Ancora Advisors’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
Q1 | – | Sell |
-47
| Closed | -$2.23K | – | 1850 |
|
|
2024
Q4 | $2.23K | Buy |
+47
| New | +$2.23K | ﹤0.01% | 1533 |
|
|
2022
Q3 | – | Sell |
-4,562
| Closed | -$216K | – | 2105 |
|
|
2022
Q2 | $216K | Sell |
4,562
-1,605
| -26% | -$76K | 0.01% | 714 |
|
|
2022
Q1 | $292K | Hold |
6,167
| – | – | 0.01% | 683 |
|
|
2021
Q4 | $303K | Hold |
6,167
| – | – | 0.01% | 677 |
|
|
2021
Q3 | $305K | Hold |
6,167
| – | – | 0.01% | 666 |
|
|
2021
Q2 | $306K | Sell |
6,167
-2,500
| -29% | -$124K | 0.01% | 655 |
|
|
2021
Q1 | $430K | Sell |
8,667
-401
| -4% | -$19.9K | 0.01% | 544 |
|
|
2020
Q4 | $451K | Buy |
9,068
+2,006
| +28% | +$99.8K | 0.01% | 473 |
|
|
2020
Q3 | $352K | Hold |
7,062
| – | – | 0.01% | 487 |
|
|
2020
Q2 | $352K | Hold |
7,062
| – | – | 0.01% | 480 |
|
|
2020
Q1 | $345K | Sell |
7,062
-12,500
| -64% | -$611K | 0.02% | 513 |
|
|
2019
Q4 | $961K | Hold |
19,562
| – | – | 0.04% | 365 |
|
|
2019
Q3 | $958K | Hold |
19,562
| – | – | 0.04% | 329 |
|
|
2019
Q2 | $957K | Buy |
19,562
+7,062
| +56% | +$345K | 0.04% | 303 |
|
|
2019
Q1 | $606K | Hold |
12,500
| – | – | 0.03% | 387 |
|
|
2018
Q4 | $601K | Hold |
12,500
| – | – | 0.03% | 382 |
|
|
2018
Q3 | $596K | Hold |
12,500
| – | – | 0.02% | 447 |
|
|
2018
Q2 | $600K | Hold |
12,500
| – | – | 0.03% | 441 |
|
|
2018
Q1 | $598K | Sell |
12,500
-2,573
| -17% | -$123K | 0.03% | 431 |
|
|
2017
Q4 | $722K | Sell |
15,073
-2,219
| -13% | -$106K | 0.04% | 360 |
|
|
2017
Q3 | $840K | Buy |
+17,292
| New | +$840K | 0.05% | 357 |
|
|
2017
Q1 | – | Sell |
-2,292
| Closed | -$110K | – | 1005 |
|
|
2016
Q4 | $110K | Sell |
2,292
-2,708
| -54% | -$130K | 0.01% | 647 |
|
|
2016
Q3 | $244K | Hold |
5,000
| – | – | 0.02% | 445 |
|
|
2016
Q2 | $245K | Hold |
5,000
| – | – | 0.03% | 426 |
|
|
2016
Q1 | $244K | Hold |
5,000
| – | – | 0.03% | 414 |
|
|
2015
Q4 | $244K | Hold |
5,000
| – | – | 0.03% | 424 |
|
|
2015
Q3 | $244K | Buy |
+5,000
| New | +$244K | 0.03% | 415 |
|