Cambridge Investment Research 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 | $774K | Buy |
16,172
+667
| +4% | +$31.9K | ﹤0.01% | 2148 |
|
|
2025
Q1 | $738K | Buy |
15,505
+718
| +5% | +$34.2K | ﹤0.01% | 2107 |
|
|
2024
Q4 | $701K | Sell |
14,787
-557
| -4% | -$26.4K | ﹤0.01% | 2153 |
|
|
2024
Q3 | $739K | Sell |
15,344
-483
| -3% | -$23.3K | ﹤0.01% | 2095 |
|
|
2024
Q2 | $747K | Buy |
15,827
+1,152
| +8% | +$54.4K | ﹤0.01% | 1987 |
|
|
2024
Q1 | $696K | Sell |
14,675
-226
| -2% | -$10.7K | ﹤0.01% | 1997 |
|
|
2023
Q4 | $712K | Sell |
14,901
-3,990
| -21% | -$191K | ﹤0.01% | 1890 |
|
|
2023
Q3 | $873K | Sell |
18,891
-3,685
| -16% | -$170K | ﹤0.01% | 1664 |
|
|
2023
Q2 | $1.06M | Buy |
22,576
+541
| +2% | +$25.4K | ﹤0.01% | 1573 |
|
|
2023
Q1 | $1.05M | Buy |
22,035
+2,858
| +15% | +$136K | 0.01% | 1547 |
|
|
2022
Q4 | $901K | Sell |
19,177
-5,486
| -22% | -$258K | ﹤0.01% | 1582 |
|
|
2022
Q3 | $1.14M | Buy |
24,663
+3,447
| +16% | +$159K | 0.01% | 1386 |
|
|
2022
Q2 | $1M | Sell |
21,216
-20,862
| -50% | -$986K | 0.01% | 1483 |
|
|
2022
Q1 | $1.99M | Sell |
42,078
-1,075
| -2% | -$50.9K | 0.01% | 1142 |
|
|
2021
Q4 | $2.12M | Sell |
43,153
-1,477
| -3% | -$72.6K | 0.01% | 1109 |
|
|
2021
Q3 | $2.21M | Sell |
44,630
-828
| -2% | -$40.9K | 0.01% | 1044 |
|
|
2021
Q2 | $2.25M | Buy |
45,458
+3,608
| +9% | +$179K | 0.01% | 1042 |
|
|
2021
Q1 | $2.07M | Buy |
41,850
+1,523
| +4% | +$75.5K | 0.01% | 987 |
|
|
2020
Q4 | $2.01M | Sell |
40,327
-39,007
| -49% | -$1.94M | 0.01% | 920 |
|
|
2020
Q3 | $3.96M | Buy |
79,334
+5,690
| +8% | +$284K | 0.03% | 539 |
|
|
2020
Q2 | $3.67M | Sell |
73,644
-5,989
| -8% | -$299K | 0.03% | 533 |
|
|
2020
Q1 | $3.89M | Sell |
79,633
-30,332
| -28% | -$1.48M | 0.04% | 446 |
|
|
2019
Q4 | $5.4M | Sell |
109,965
-1,044
| -0.9% | -$51.3K | 0.04% | 436 |
|
|
2019
Q3 | $5.44M | Sell |
111,009
-23,857
| -18% | -$1.17M | 0.05% | 377 |
|
|
2019
Q2 | $6.6M | Sell |
134,866
-14,624
| -10% | -$716K | 0.06% | 308 |
|
|
2019
Q1 | $7.25M | Sell |
149,490
-5,313
| -3% | -$258K | 0.07% | 266 |
|
|
2018
Q4 | $7.44M | Buy |
154,803
+70,792
| +84% | +$3.4M | 0.08% | 235 |
|
|
2018
Q3 | $4.01M | Buy |
84,011
+6,360
| +8% | +$303K | 0.04% | 437 |
|
|
2018
Q2 | $3.73M | Sell |
77,651
-36,441
| -32% | -$1.75M | 0.04% | 423 |
|
|
2018
Q1 | $5.46M | Buy |
114,092
+7,809
| +7% | +$373K | 0.06% | 300 |
|
|
2017
Q4 | $5.09M | Buy |
106,283
+67,224
| +172% | +$3.22M | 0.06% | 309 |
|
|
2017
Q3 | $1.9M | Buy |
39,059
+5,640
| +17% | +$274K | 0.03% | 556 |
|
|
2017
Q2 | $1.62M | Sell |
33,419
-921
| -3% | -$44.7K | 0.02% | 597 |
|
|
2017
Q1 | $1.66M | Sell |
34,340
-58
| -0.2% | -$2.81K | 0.03% | 506 |
|
|
2016
Q4 | $1.65M | Sell |
34,398
-328
| -0.9% | -$15.7K | 0.03% | 492 |
|
|
2016
Q3 | $1.7M | Buy |
34,726
+1,449
| +4% | +$70.8K | 0.03% | 475 |
|
|
2016
Q2 | $1.63M | Buy |
33,277
+1,285
| +4% | +$63.1K | 0.03% | 425 |
|
|
2016
Q1 | $1.56M | Buy |
31,992
+3,646
| +13% | +$178K | 0.04% | 419 |
|
|
2015
Q4 | $1.38M | Buy |
28,346
+20,332
| +254% | +$991K | 0.03% | 452 |
|
|
2015
Q3 | $390K | Sell |
8,014
-8,965
| -53% | -$436K | 0.01% | 895 |
|
|
2015
Q2 | $824K | Buy |
16,979
+4,525
| +36% | +$220K | 0.02% | 582 |
|
|
2015
Q1 | $606K | Buy |
12,454
+5,778
| +87% | +$281K | 0.02% | 702 |
|
|
2014
Q4 | $324K | Sell |
6,676
-2,161
| -24% | -$105K | 0.01% | 983 |
|
|
2014
Q3 | $431K | Buy |
8,837
+3,958
| +81% | +$193K | 0.01% | 903 |
|
|
2014
Q2 | $237K | Sell |
4,879
-122
| -2% | -$5.93K | 0.01% | 1117 |
|
|
2014
Q1 | $243K | Sell |
5,001
-23,440
| -82% | -$1.14M | 0.01% | 1048 |
|
|
2013
Q4 | $1.38M | Buy |
28,441
+8,335
| +41% | +$405K | 0.06% | 316 |
|
|
2013
Q3 | $974K | Buy |
20,106
+15,155
| +306% | +$734K | 0.04% | 371 |
|
|
2013
Q2 | $237K | Buy |
+4,951
| New | +$237K | 0.01% | 863 |
|