Brighton Jones LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,787
| Closed | -$226K | – | 655 |
|
|
2024
Q2 | $226K | Buy |
+4,787
| New | +$226K | 0.01% | 543 |
|
|
2016
Q2 | – | Sell |
-5,204
| Closed | -$254K | – | 209 |
|
|
2016
Q1 | $254K | Hold |
5,204
| – | – | 0.05% | 173 |
|
|
2015
Q4 | $254K | Hold |
5,204
| – | – | 0.05% | 163 |
|
|
2015
Q3 | $254K | Hold |
5,204
| – | – | 0.05% | 160 |
|
|
2015
Q2 | $253K | Hold |
5,204
| – | – | 0.06% | 156 |
|
|
2015
Q1 | $253K | Hold |
5,204
| – | – | 0.06% | 157 |
|
|
2014
Q4 | $253K | Hold |
5,204
| – | – | 0.06% | 159 |
|
|
2014
Q3 | $254K | Hold |
5,204
| – | – | 0.06% | 168 |
|
|
2014
Q2 | $253K | Sell |
5,204
-349
| -6% | -$17K | 0.06% | 157 |
|
|
2014
Q1 | $269K | Buy |
5,553
+349
| +7% | +$16.9K | 0.06% | 144 |
|
|
2013
Q4 | $253K | Buy |
+5,204
| New | +$253K | 0.06% | 155 |
|