Beacon Pointe Advisors’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 | $5.79M | Sell |
121,136
-528
| -0.4% | -$25.3K | 0.06% | 277 |
|
|
2025
Q1 | $5.79M | Sell |
121,664
-6,230
| -5% | -$297K | 0.07% | 267 |
|
|
2024
Q4 | $6.06M | Sell |
127,894
-33,446
| -21% | -$1.59M | 0.07% | 240 |
|
|
2024
Q3 | $7.77M | Sell |
161,340
-32,786
| -17% | -$1.58M | 0.09% | 200 |
|
|
2024
Q2 | $9.16M | Buy |
194,126
+9,941
| +5% | +$469K | 0.11% | 171 |
|
|
2024
Q1 | $8.74M | Buy |
184,185
+15,971
| +9% | +$758K | 0.1% | 190 |
|
|
2023
Q4 | $8.04M | Sell |
168,214
-3,004
| -2% | -$144K | 0.1% | 188 |
|
|
2023
Q3 | $7.92M | Sell |
171,218
-47,265
| -22% | -$2.19M | 0.1% | 187 |
|
|
2023
Q2 | $10.3M | Sell |
218,483
-15,185
| -6% | -$714K | 0.17% | 123 |
|
|
2023
Q1 | $11.1M | Buy |
233,668
+44,395
| +23% | +$2.11M | 0.19% | 117 |
|
|
2022
Q4 | $8.89M | Buy |
189,273
+836
| +0.4% | +$39.3K | 0.17% | 129 |
|
|
2022
Q3 | $8.69M | Buy |
188,437
+66,876
| +55% | +$3.08M | 0.19% | 118 |
|
|
2022
Q2 | $5.75M | Sell |
121,561
-95,946
| -44% | -$4.54M | 0.12% | 167 |
|
|
2022
Q1 | $10.3M | Buy |
217,507
+205,777
| +1,754% | +$9.74M | 0.14% | 151 |
|
|
2021
Q4 | $577K | Buy |
11,730
+1,217
| +12% | +$59.9K | 0.02% | 527 |
|
|
2021
Q3 | $519K | Buy |
10,513
+703
| +7% | +$34.7K | 0.01% | 536 |
|
|
2021
Q2 | $486K | Buy |
9,810
+4,578
| +88% | +$227K | 0.02% | 487 |
|
|
2021
Q1 | $258K | Sell |
5,232
-2,969
| -36% | -$146K | 0.02% | 424 |
|
|
2020
Q4 | $407K | Buy |
8,201
+2,813
| +52% | +$140K | 0.03% | 307 |
|
|
2020
Q3 | $269K | Sell |
5,388
-2,672
| -33% | -$133K | 0.03% | 314 |
|
|
2020
Q2 | $401K | Buy |
8,060
+3,856
| +92% | +$192K | 0.04% | 266 |
|
|
2020
Q1 | $205K | Buy |
+4,204
| New | +$205K | 0.03% | 280 |
|