Capital Analysts 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Buy |
4,972
+3,190
| +179% | +$153K | 0.01% | 519 |
|
|
2025
Q1 | $85K | Sell |
1,782
-97,233
| -98% | -$4.64M | ﹤0.01% | 681 |
|
|
2024
Q4 | $4.69M | Buy |
99,015
+3,727
| +4% | +$177K | 0.19% | 101 |
|
|
2024
Q3 | $4.59M | Sell |
95,288
-1,743
| -2% | -$83.9K | 0.19% | 102 |
|
|
2024
Q2 | $4.58M | Buy |
97,031
+1,870
| +2% | +$88.2K | 0.2% | 95 |
|
|
2024
Q1 | $4.51M | Buy |
95,161
+5,670
| +6% | +$269K | 0.21% | 90 |
|
|
2023
Q4 | $4.28M | Buy |
89,491
+4,405
| +5% | +$211K | 0.22% | 90 |
|
|
2023
Q3 | $3.93M | Sell |
85,086
-20,910
| -20% | -$967K | 0.22% | 89 |
|
|
2023
Q2 | $4.99M | Sell |
105,996
-944
| -0.9% | -$44.4K | 0.28% | 84 |
|
|
2023
Q1 | $5.09M | Sell |
106,940
-2,595
| -2% | -$123K | 0.29% | 84 |
|
|
2022
Q4 | $5.15M | Buy |
109,535
+5,443
| +5% | +$256K | 0.31% | 73 |
|
|
2022
Q3 | $4.8M | Buy |
104,092
+2,072
| +2% | +$95.5K | 0.33% | 71 |
|
|
2022
Q2 | $4.82M | Sell |
102,020
-3,944
| -4% | -$186K | 0.34% | 69 |
|
|
2022
Q1 | $5.02M | Sell |
105,964
-237
| -0.2% | -$11.2K | 0.32% | 72 |
|
|
2021
Q4 | $5.22M | Buy |
106,201
+12,766
| +14% | +$628K | 0.32% | 67 |
|
|
2021
Q3 | $4.62M | Buy |
93,435
+2,461
| +3% | +$122K | 0.3% | 68 |
|
|
2021
Q2 | $4.51M | Sell |
90,974
-7,386
| -8% | -$366K | 0.3% | 71 |
|
|
2021
Q1 | $4.88M | Buy |
98,360
+7,283
| +8% | +$361K | 0.34% | 68 |
|
|
2020
Q4 | $4.54M | Buy |
91,077
+7,209
| +9% | +$359K | 0.4% | 51 |
|
|
2020
Q3 | $4.18M | Buy |
83,868
+10,118
| +14% | +$505K | 0.4% | 49 |
|
|
2020
Q2 | $3.68M | Sell |
73,750
-38,121
| -34% | -$1.9M | 0.39% | 58 |
|
|
2020
Q1 | $5.47M | Buy |
111,871
+6,742
| +6% | +$330K | 0.67% | 26 |
|
|
2019
Q4 | $5.16M | Buy |
105,129
+3,933
| +4% | +$193K | 0.51% | 35 |
|
|
2019
Q3 | $4.96M | Sell |
101,196
-644
| -0.6% | -$31.5K | 0.52% | 35 |
|
|
2019
Q2 | $4.98M | Sell |
101,840
-8,935
| -8% | -$437K | 0.54% | 34 |
|
|
2019
Q1 | $5.37M | Buy |
110,775
+3,468
| +3% | +$168K | 0.62% | 23 |
|
|
2018
Q4 | $5.16M | Buy |
107,307
+9,683
| +10% | +$465K | 0.68% | 22 |
|
|
2018
Q3 | $4.66M | Buy |
97,624
+3,660
| +4% | +$175K | 0.53% | 35 |
|
|
2018
Q2 | $4.51M | Buy |
93,964
+4,761
| +5% | +$228K | 0.54% | 32 |
|
|
2018
Q1 | $4.28M | Buy |
89,203
+6,311
| +8% | +$302K | 0.53% | 30 |
|
|
2017
Q4 | $3.97M | Buy |
82,892
+13,582
| +20% | +$651K | 0.5% | 38 |
|
|
2017
Q3 | $3.37M | Buy |
69,310
+11,141
| +19% | +$542K | 0.45% | 53 |
|
|
2017
Q2 | $2.82M | Buy |
58,169
+8,172
| +16% | +$396K | 0.4% | 62 |
|
|
2017
Q1 | $2.42M | Buy |
49,997
+9,711
| +24% | +$470K | 0.38% | 71 |
|
|
2016
Q4 | $1.93M | Buy |
40,286
+11,571
| +40% | +$555K | 0.34% | 75 |
|
|
2016
Q3 | $1.4M | Buy |
28,715
+10,534
| +58% | +$515K | 0.26% | 79 |
|
|
2016
Q2 | $892K | Buy |
+18,181
| New | +$892K | 0.18% | 92 |
|
|
2016
Q1 | – | Sell |
-5,175
| Closed | -$252K | – | 410 |
|
|
2015
Q4 | $252K | Hold |
5,175
| – | – | 0.05% | 164 |
|
|
2015
Q3 | $252K | Hold |
5,175
| – | – | 0.05% | 170 |
|
|
2015
Q2 | $251K | Buy |
+5,175
| New | +$251K | 0.05% | 164 |
|