Capital Analysts LLC’s State Street 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 | $247K | Buy |
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|
2025
Q2 | $238K | Buy |
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|
2025
Q1 | $85K | Sell |
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|
2024
Q4 | $4.69M | Buy |
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|
2024
Q3 | $4.59M | Sell |
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|
2024
Q2 | $4.58M | Buy |
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|
2024
Q1 | $4.51M | Buy |
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|
2023
Q4 | $4.28M | Buy |
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|
2023
Q3 | $3.93M | Sell |
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|
2023
Q2 | $4.99M | Sell |
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|
2023
Q1 | $5.08M | Sell |
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|
2022
Q4 | $5.15M | Buy |
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|
2022
Q3 | $4.8M | Buy |
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|
2022
Q2 | $4.82M | Sell |
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|
2022
Q1 | $5.02M | Sell |
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|
2021
Q4 | $5.22M | Buy |
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|
2021
Q3 | $4.62M | Buy |
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|
2021
Q2 | $4.51M | Sell |
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|
2021
Q1 | $4.88M | Buy |
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|
2020
Q4 | $4.54M | Buy |
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|
2020
Q3 | $4.18M | Buy |
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|
2020
Q2 | $3.68M | Sell |
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|
2020
Q1 | $5.47M | Buy |
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|
2019
Q4 | $5.16M | Buy |
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|
2019
Q3 | $4.96M | Sell |
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|
2019
Q2 | $4.98M | Sell |
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|
2019
Q1 | $5.37M | Buy |
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|
2018
Q4 | $5.16M | Buy |
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|
2018
Q3 | $4.66M | Buy |
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|
2018
Q2 | $4.51M | Buy |
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|
2018
Q1 | $4.28M | Buy |
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|
2017
Q4 | $3.97M | Buy |
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|
2017
Q3 | $3.37M | Buy |
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|
2017
Q2 | $2.82M | Buy |
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|
2017
Q1 | $2.42M | Buy |
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|
2016
Q4 | $1.93M | Buy |
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|
2016
Q3 | $1.4M | Buy |
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|
2016
Q2 | $892K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $252K | Hold |
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|
2015
Q3 | $252K | Hold |
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|
2015
Q2 | $251K | Buy |
|