Avantax Advisory Services’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 | $2.51M | Sell |
52,386
-3,478
| -6% | -$166K | 0.01% | 694 |
|
|
2025
Q1 | $2.66M | Sell |
55,864
-3,124
| -5% | -$149K | 0.02% | 629 |
|
|
2024
Q4 | $2.8M | Buy |
58,988
+3,406
| +6% | +$161K | 0.02% | 580 |
|
|
2024
Q3 | $2.68M | Sell |
55,582
-31,093
| -36% | -$1.5M | 0.02% | 578 |
|
|
2024
Q2 | $4.09M | Sell |
86,675
-107,823
| -55% | -$5.09M | 0.03% | 430 |
|
|
2024
Q1 | $9.23M | Sell |
194,498
-230,101
| -54% | -$10.9M | 0.08% | 191 |
|
|
2023
Q4 | $20.3M | Buy |
424,599
+20,349
| +5% | +$972K | 0.2% | 82 |
|
|
2023
Q3 | $18.7M | Sell |
404,250
-2,127
| -0.5% | -$98.3K | 0.21% | 77 |
|
|
2023
Q2 | $19.1M | Sell |
406,377
-13,015
| -3% | -$612K | 0.22% | 79 |
|
|
2023
Q1 | $19.9M | Sell |
419,392
-32,892
| -7% | -$1.56M | 0.24% | 65 |
|
|
2022
Q4 | $21.2M | Buy |
452,284
+41,314
| +10% | +$1.94M | 0.28% | 48 |
|
|
2022
Q3 | $18.9M | Sell |
410,970
-39,767
| -9% | -$1.83M | 0.29% | 47 |
|
|
2022
Q2 | $21.3M | Sell |
450,737
-5,620
| -1% | -$266K | 0.32% | 41 |
|
|
2022
Q1 | $21.6M | Buy |
456,357
+5,314
| +1% | +$251K | 0.3% | 49 |
|
|
2021
Q4 | $22.2M | Buy |
451,043
+3,541
| +0.8% | +$174K | 0.33% | 43 |
|
|
2021
Q3 | $22.1M | Buy |
447,502
+11,107
| +3% | +$549K | 0.37% | 37 |
|
|
2021
Q2 | $21.6M | Buy |
436,395
+22,110
| +5% | +$1.1M | 0.39% | 39 |
|
|
2021
Q1 | $20.5M | Buy |
414,285
+18,646
| +5% | +$924K | 0.44% | 32 |
|
|
2020
Q4 | $19.7M | Buy |
395,639
+7,024
| +2% | +$350K | 0.47% | 33 |
|
|
2020
Q3 | $19.4M | Buy |
388,615
+65,594
| +20% | +$3.27M | 0.31% | 55 |
|
|
2020
Q2 | $16.1M | Buy |
323,021
+98,507
| +44% | +$4.91M | 0.46% | 35 |
|
|
2020
Q1 | $11M | Buy |
224,514
+8,141
| +4% | +$398K | 0.33% | 47 |
|
|
2019
Q4 | $10.6M | Buy |
216,373
+26,854
| +14% | +$1.32M | 0.25% | 64 |
|
|
2019
Q3 | $9.29M | Buy |
189,519
+16,179
| +9% | +$793K | 0.38% | 36 |
|
|
2019
Q2 | $8.48M | Buy |
173,340
+85,830
| +98% | +$4.2M | 0.37% | 35 |
|
|
2019
Q1 | $4.24M | Buy |
+87,510
| New | +$4.24M | 0.23% | 57 |
|