Capital Advisors Ltd’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
Q3 | $439K | Hold |
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|
2025
Q2 | $435K | Hold |
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|
2025
Q1 | $433K | Sell |
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|
2024
Q4 | $481K | Hold |
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|
2024
Q3 | $489K | Sell |
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|
2024
Q2 | $584K | Sell |
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|
2024
Q1 | $612K | Hold |
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|
2023
Q4 | $617K | Hold |
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|
2023
Q3 | $597K | Hold |
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|
2023
Q2 | $607K | Sell |
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|
2023
Q1 | $818K | Hold |
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|
2022
Q4 | $808K | Hold |
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|
2022
Q3 | $793K | Hold |
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|
2022
Q2 | $813K | Hold |
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|
2022
Q1 | $814K | Buy |
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|
2021
Q4 | $535K | Sell |
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|
2021
Q3 | $545K | Buy |
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|
2021
Q2 | $539K | Hold |
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|
2021
Q1 | $539K | Sell |
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|
2020
Q4 | $577K | Sell |
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|
2020
Q3 | $589K | Hold |
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|
2020
Q2 | $589K | Hold |
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|
2020
Q1 | $577K | Hold |
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|
2019
Q4 | $580K | Hold |
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|
2019
Q3 | $578K | Hold |
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|
2019
Q2 | $578K | Hold |
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|
2019
Q1 | $572K | Sell |
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|
2018
Q4 | $1.44M | Buy |
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|
2018
Q3 | $200K | Hold |
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|
2018
Q2 | $201K | Hold |
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|
2018
Q1 | $200K | Sell |
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|
2017
Q4 | $285K | Sell |
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|
2017
Q3 | $500K | Hold |
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|
2017
Q2 | $499K | Buy |
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|
2017
Q1 | $443K | Sell |
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|
2016
Q4 | $487K | Buy |
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|
2016
Q3 | $497K | Buy |
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|
2016
Q2 | $499K | Sell |
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|
2016
Q1 | $552K | Sell |
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|
2015
Q4 | $695K | Sell |
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|
2015
Q3 | $740K | Buy |
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|
2015
Q2 | $563K | Hold |
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|
2015
Q1 | $564K | Sell |
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|
2014
Q4 | $614K | Buy |
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|
2014
Q3 | $617K | Buy |
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|
2014
Q2 | $600K | Sell |
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|
2014
Q1 | $778K | Buy |
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|
2013
Q4 | $728K | Buy |
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