Bridgeworth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $5.3M | Buy |
+110,950
| New | +$5.3M | 0.52% | 28 |
|
|
2018
Q3 | – | Sell |
-3,985
| Closed | -$191K | – | 470 |
|
|
2018
Q2 | $191K | Sell |
3,985
-3,284
| -45% | -$157K | 0.08% | 138 |
|
|
2018
Q1 | $346K | Buy |
+7,269
| New | +$346K | 0.16% | 91 |
|
|
2017
Q3 | – | Sell |
-5,840
| Closed | -$284K | – | 122 |
|
|
2017
Q2 | $284K | Sell |
5,840
-2,256
| -28% | -$110K | 0.15% | 113 |
|
|
2017
Q1 | $394K | Buy |
8,096
+2,513
| +45% | +$122K | 0.21% | 83 |
|
|
2016
Q4 | $269K | Buy |
+5,583
| New | +$269K | 0.15% | 111 |
|