Atria Investments’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 |
-9,377
| Closed | -$444K | – | 1988 |
|
|
2024
Q4 | $444K | Buy |
9,377
+398
| +4% | +$18.9K | 0.01% | 1382 |
|
|
2024
Q3 | $432K | Sell |
8,979
-927
| -9% | -$44.6K | 0.01% | 1403 |
|
|
2024
Q2 | $467K | Buy |
+9,906
| New | +$467K | 0.01% | 1340 |
|
|
2023
Q1 | – | Sell |
-63,409
| Closed | -$2.98M | – | 862 |
|
|
2022
Q4 | $2.98M | Buy |
63,409
+39
| +0.1% | +$1.83K | 0.06% | 380 |
|
|
2022
Q3 | $2.92M | Buy |
63,370
+4,092
| +7% | +$189K | 0.06% | 365 |
|
|
2022
Q2 | $2.8M | Buy |
+59,278
| New | +$2.8M | 0.06% | 396 |
|
|
2020
Q2 | – | Sell |
-14,961
| Closed | -$732K | – | 725 |
|
|
2020
Q1 | $732K | Sell |
14,961
-2,638
| -15% | -$129K | 0.06% | 280 |
|
|
2019
Q4 | $864K | Sell |
17,599
-457
| -3% | -$22.4K | 0.02% | 595 |
|
|
2019
Q3 | $885K | Buy |
18,056
+1,083
| +6% | +$53.1K | 0.03% | 451 |
|
|
2019
Q2 | $837K | Buy |
16,973
+49
| +0.3% | +$2.42K | 0.03% | 458 |
|
|
2019
Q1 | $820K | Sell |
16,924
-42,445
| -71% | -$2.06M | 0.03% | 408 |
|
|
2018
Q4 | $2.85M | Buy |
59,369
+31,886
| +116% | +$1.53M | 0.13% | 128 |
|
|
2018
Q3 | $1.31M | Sell |
27,483
-22,499
| -45% | -$1.07M | 0.05% | 331 |
|
|
2018
Q2 | $2.4M | Buy |
49,982
+19,251
| +63% | +$924K | 0.11% | 194 |
|
|
2018
Q1 | $1.47M | Buy |
30,731
+17,608
| +134% | +$842K | 0.07% | 260 |
|
|
2017
Q4 | $629K | Buy |
13,123
+95
| +0.7% | +$4.55K | 0.03% | 436 |
|
|
2017
Q3 | $633K | Buy |
13,028
+2
| +0% | +$97 | 0.03% | 413 |
|
|
2017
Q2 | $632K | Buy |
13,026
+1,007
| +8% | +$48.9K | 0.04% | 377 |
|
|
2017
Q1 | $582K | Sell |
12,019
-6,394
| -35% | -$310K | 0.04% | 363 |
|
|
2016
Q4 | $883K | Sell |
18,413
-14,744
| -44% | -$707K | 0.07% | 248 |
|
|
2016
Q3 | $1.62M | Buy |
33,157
+5,688
| +21% | +$278K | 0.15% | 127 |
|
|
2016
Q2 | $1.35M | Sell |
27,469
-1,094
| -4% | -$53.6K | 0.15% | 129 |
|
|
2016
Q1 | $1.39M | Buy |
28,563
+7,784
| +37% | +$380K | 0.16% | 100 |
|
|
2015
Q4 | $1.01M | Sell |
20,779
-441
| -2% | -$21.5K | 0.11% | 138 |
|
|
2015
Q3 | $1.03M | Buy |
21,220
+6,948
| +49% | +$339K | 0.14% | 108 |
|
|
2015
Q2 | $693K | Buy |
14,272
+631
| +5% | +$30.6K | 0.08% | 192 |
|
|
2015
Q1 | $663K | Sell |
13,641
-7,458
| -35% | -$362K | 0.08% | 199 |
|
|
2014
Q4 | $1.03M | Sell |
21,099
-17,665
| -46% | -$858K | 0.11% | 154 |
|
|
2014
Q3 | $1.89M | Sell |
38,764
-1,118
| -3% | -$54.6K | 0.19% | 96 |
|
|
2014
Q2 | $1.94M | Buy |
39,882
+5,519
| +16% | +$269K | 0.19% | 101 |
|
|
2014
Q1 | $1.67M | Buy |
34,363
+3,688
| +12% | +$179K | 0.17% | 111 |
|
|
2013
Q4 | $1.49M | Buy |
+30,675
| New | +$1.49M | 0.15% | 123 |
|