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Capital Advisors Inc’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Capital Advisors Inc’s Portfolio SHM Stock Details SHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$244K Hold
5,105
– – ﹤0.01% 285
2025
Q1 		$243K Hold
5,105
– – ﹤0.01% 281
2024
Q4 		$242K Hold
5,105
– – ﹤0.01% 278
2024
Q3 		$246K Hold
5,105
– – ﹤0.01% 273
2024
Q2 		$241K Hold
5,105
– – 0.01% 278
2024
Q1 		$242K Buy
+5,105
New +$242K 0.01% 270