Avantax Planning Partners’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 | $842K | Sell |
17,599
-4,322
| -20% | -$207K | 0.03% | 207 |
|
|
2025
Q1 | $1.04M | Hold |
21,921
| – | – | 0.04% | 183 |
|
|
2024
Q4 | $1.04M | Hold |
21,921
| – | – | 0.04% | 182 |
|
|
2024
Q3 | $1.06M | Sell |
21,921
-148
| -0.7% | -$7.13K | 0.04% | 178 |
|
|
2024
Q2 | $1.04M | Sell |
22,069
-2,965
| -12% | -$140K | 0.03% | 204 |
|
|
2024
Q1 | $1.19M | Hold |
25,034
| – | – | 0.04% | 197 |
|
|
2023
Q4 | $1.2M | Sell |
25,034
-1,886
| -7% | -$90.1K | 0.05% | 159 |
|
|
2023
Q3 | $1.24M | Sell |
26,920
-667
| -2% | -$30.8K | 0.05% | 148 |
|
|
2023
Q2 | $1.3M | Sell |
27,587
-9,137
| -25% | -$430K | 0.05% | 144 |
|
|
2023
Q1 | $1.75M | Buy |
36,724
+2,658
| +8% | +$126K | 0.07% | 119 |
|
|
2022
Q4 | $1.6M | Buy |
34,066
+23,073
| +210% | +$1.08M | 0.06% | 121 |
|
|
2022
Q3 | $507K | Sell |
10,993
-88,772
| -89% | -$4.09M | 0.02% | 221 |
|
|
2022
Q2 | $4.72M | Buy |
99,765
+32,959
| +49% | +$1.56M | 0.2% | 62 |
|
|
2022
Q1 | $3.16M | Buy |
66,806
+62,350
| +1,399% | +$2.95M | 0.13% | 77 |
|
|
2021
Q4 | $219K | Buy |
+4,456
| New | +$219K | 0.01% | 322 |
|
|
2017
Q1 | – | Sell |
-10,955
| Closed | -$525K | – | 340 |
|
|
2016
Q4 | $525K | Buy |
+10,955
| New | +$525K | 0.06% | 159 |
|