Aviance Capital 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 | $1.44M | Buy |
30,134
+3,687
| +14% | +$176K | 0.19% | 121 |
|
|
2025
Q1 | $1.26M | Buy |
26,447
+1,800
| +7% | +$85.7K | 0.18% | 125 |
|
|
2024
Q4 | $1.17M | Sell |
24,647
-2,185
| -8% | -$104K | 0.16% | 130 |
|
|
2024
Q3 | $1.29M | Sell |
26,832
-160
| -0.6% | -$7.7K | 0.17% | 136 |
|
|
2024
Q2 | $1.27M | Buy |
26,992
+908
| +3% | +$42.8K | 0.18% | 125 |
|
|
2024
Q1 | $1.24M | Sell |
26,084
-1,057
| -4% | -$50.1K | 0.18% | 128 |
|
|
2023
Q4 | $1.3M | Sell |
27,141
-4,410
| -14% | -$211K | 0.28% | 90 |
|
|
2023
Q3 | $1.46M | Sell |
31,551
-55
| -0.2% | -$2.54K | 0.33% | 79 |
|
|
2023
Q2 | $1.49M | Sell |
31,606
-2,614
| -8% | -$123K | 0.31% | 92 |
|
|
2023
Q1 | $1.63M | Sell |
34,220
-23
| -0.1% | -$1.09K | 0.36% | 70 |
|
|
2022
Q4 | $1.61M | Sell |
34,243
-2,255
| -6% | -$106K | 0.38% | 68 |
|
|
2022
Q3 | $1.68M | Sell |
36,498
-295
| -0.8% | -$13.6K | 0.42% | 64 |
|
|
2022
Q2 | $1.74M | Sell |
36,793
-319
| -0.9% | -$15.1K | 0.39% | 68 |
|
|
2022
Q1 | $1.76M | Buy |
37,112
+2,337
| +7% | +$111K | 0.32% | 89 |
|
|
2021
Q4 | $1.71M | Buy |
34,775
+1,739
| +5% | +$85.5K | 0.28% | 82 |
|
|
2021
Q3 | $1.63M | Buy |
+33,036
| New | +$1.63M | 0.29% | 92 |
|
|
2018
Q2 | – | Sell |
-26,677
| Closed | -$1.28M | – | 237 |
|
|
2018
Q1 | $1.28M | Buy |
26,677
+11,093
| +71% | +$530K | 0.38% | 69 |
|
|
2017
Q4 | $747K | Sell |
15,584
-6,292
| -29% | -$302K | 0.25% | 121 |
|
|
2017
Q3 | $1.06M | Sell |
21,876
-7,020
| -24% | -$341K | 0.36% | 79 |
|
|
2017
Q2 | $1.4M | Buy |
28,896
+3,020
| +12% | +$146K | 0.45% | 60 |
|
|
2017
Q1 | $1.25M | Buy |
25,876
+2,547
| +11% | +$123K | 0.46% | 65 |
|
|
2016
Q4 | $1.12M | Buy |
23,329
+16,138
| +224% | +$773K | 0.39% | 73 |
|
|
2016
Q3 | $351K | Buy |
7,191
+2,047
| +40% | +$99.9K | 0.12% | 153 |
|
|
2016
Q2 | $252K | Sell |
5,144
-7
| -0.1% | -$343 | 0.09% | 178 |
|
|
2016
Q1 | $251K | Buy |
5,151
+7
| +0.1% | +$341 | 0.09% | 168 |
|
|
2015
Q4 | $251K | Sell |
5,144
-3,063
| -37% | -$149K | 0.09% | 165 |
|
|
2015
Q3 | $400K | Hold |
8,207
| – | – | 0.16% | 140 |
|
|
2015
Q2 | $399K | Buy |
8,207
+24
| +0.3% | +$1.17K | 0.15% | 150 |
|
|
2015
Q1 | $398K | Hold |
8,183
| – | – | 0.15% | 164 |
|
|
2014
Q4 | $398K | Sell |
8,183
-483
| -6% | -$23.5K | 0.15% | 164 |
|
|
2014
Q3 | $423K | Buy |
8,666
+463
| +6% | +$22.6K | 0.16% | 172 |
|
|
2014
Q2 | $399K | Buy |
8,203
+1,326
| +19% | +$64.5K | 0.16% | 165 |
|
|
2014
Q1 | $334K | Buy |
+6,877
| New | +$334K | 0.14% | 171 |
|