Aspiriant 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-82,171
| Closed | -$3.99M | – | 99 |
|
|
2014
Q4 | $3.99M | Buy |
+82,171
| New | +$3.99M | 0.53% | 20 |
|
|
2014
Q3 | – | Sell |
-4,538
| Closed | -$221K | – | 82 |
|
|
2014
Q2 | $221K | Sell |
4,538
-18,484
| -80% | -$900K | 0.03% | 76 |
|
|
2014
Q1 | $1.12M | Sell |
23,022
-62,424
| -73% | -$3.03M | 0.16% | 42 |
|
|
2013
Q4 | $4.15M | Buy |
85,446
+67,094
| +366% | +$3.26M | 0.65% | 15 |
|
|
2013
Q3 | $889K | Buy |
+18,352
| New | +$889K | 0.16% | 27 |
|