Beacon Pointe Advisors’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.79M | Sell |
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|
2025
Q1 | $5.79M | Sell |
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|
2024
Q4 | $6.06M | Sell |
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|
2024
Q3 | $7.77M | Sell |
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|
2024
Q2 | $9.16M | Buy |
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|
2024
Q1 | $8.74M | Buy |
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|
2023
Q4 | $8.04M | Sell |
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|
2023
Q3 | $7.92M | Sell |
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|
2023
Q2 | $10.3M | Sell |
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|
2023
Q1 | $11.1M | Buy |
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|
2022
Q4 | $8.89M | Buy |
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|
2022
Q3 | $8.69M | Buy |
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|
2022
Q2 | $5.75M | Sell |
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|
2022
Q1 | $10.3M | Buy |
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|
2021
Q4 | $577K | Buy |
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|
2021
Q3 | $519K | Buy |
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|
2021
Q2 | $486K | Buy |
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|
2021
Q1 | $258K | Sell |
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|
2020
Q4 | $407K | Buy |
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|
2020
Q3 | $269K | Sell |
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|
2020
Q2 | $401K | Buy |
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|
2020
Q1 | $205K | Buy |
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