Cetera 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.44M | Buy |
30,368
+17,529
| +137% | +$832K | 0.01% | 980 |
|
|
2023
Q4 | $614K | Buy |
12,839
+696
| +6% | +$33.3K | 0.01% | 1014 |
|
|
2023
Q3 | $561K | Sell |
12,143
-481
| -4% | -$22.2K | 0.01% | 993 |
|
|
2023
Q2 | $594K | Buy |
12,624
+1,314
| +12% | +$61.8K | 0.01% | 960 |
|
|
2023
Q1 | $538K | Sell |
11,310
-545
| -5% | -$25.9K | 0.01% | 979 |
|
|
2022
Q4 | $557K | Buy |
+11,855
| New | +$557K | 0.01% | 921 |
|
|
2022
Q2 | – | Sell |
-7,453
| Closed | -$353K | – | 1450 |
|
|
2022
Q1 | $353K | Sell |
7,453
-7,649
| -51% | -$362K | 0.01% | 1032 |
|
|
2021
Q4 | $743K | Sell |
15,102
-812
| -5% | -$39.9K | 0.02% | 716 |
|
|
2021
Q3 | $786K | Buy |
15,914
+1,995
| +14% | +$98.5K | 0.02% | 695 |
|
|
2021
Q2 | $690K | Buy |
13,919
+2,143
| +18% | +$106K | 0.02% | 684 |
|
|
2021
Q1 | $584K | Buy |
+11,776
| New | +$584K | 0.02% | 679 |
|
|
2019
Q2 | – | Sell |
-2,259
| Closed | -$110K | – | 1223 |
|
|
2019
Q1 | $110K | Buy |
+2,259
| New | +$110K | 0.01% | 880 |
|
|
2018
Q4 | – | Sell |
-6,396
| Closed | -$304K | – | 947 |
|
|
2018
Q3 | $304K | Buy |
6,396
+1,100
| +21% | +$52.3K | 0.01% | 717 |
|
|
2018
Q2 | $254K | Sell |
5,296
-318
| -6% | -$15.3K | 0.01% | 729 |
|
|
2018
Q1 | $268K | Buy |
+5,614
| New | +$268K | 0.02% | 648 |
|
|
2017
Q3 | – | Sell |
-5,350
| Closed | -$259K | – | 855 |
|
|
2017
Q2 | $259K | Buy |
+5,350
| New | +$259K | 0.02% | 651 |
|
|
2015
Q3 | – | Sell |
-6,635
| Closed | -$322K | – | 737 |
|
|
2015
Q2 | $322K | Buy |
6,635
+1,259
| +23% | +$61.1K | 0.03% | 495 |
|
|
2015
Q1 | $263K | Buy |
+5,376
| New | +$263K | 0.02% | 541 |
|