Cetera Investment Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.21M | Sell |
171,737
-162,003
| -49% | -$7.81M | 0.01% | 1178 |
|
|
2025
Q4 | $16M | Buy |
333,740
+25,478
| +8% | +$1.22M | 0.02% | 768 |
|
|
2025
Q3 | $14.9M | Buy |
308,262
+54,075
| +21% | +$2.6M | 0.02% | 776 |
|
|
2025
Q2 | $12.2M | Buy |
254,187
+2,860
| +1% | +$136K | 0.02% | 721 |
|
|
2025
Q1 | $12M | Buy |
251,327
+33,368
| +15% | +$1.59M | 0.02% | 681 |
|
|
2024
Q4 | $10.3M | Sell |
217,959
-8,081
| -4% | -$386K | 0.02% | 693 |
|
|
2024
Q3 | $10.9M | Sell |
226,040
-6,699
| -3% | -$320K | 0.02% | 668 |
|
|
2024
Q2 | $11M | Buy |
232,739
+1,495
| +0.6% | +$70.5K | 0.03% | 639 |
|
|
2024
Q1 | $11M | Buy |
231,244
+60,270
| +35% | +$2.87M | 0.03% | 637 |
|
|
2023
Q4 | $8.17M | Sell |
170,974
-18,849
| -10% | -$884K | 0.07% | 274 |
|
|
2023
Q3 | $8.78M | Buy |
189,823
+1,822
| +1% | +$85.3K | 0.08% | 256 |
|
|
2023
Q2 | $8.85M | Sell |
188,001
-7,281
| -4% | -$343K | 0.07% | 248 |
|
|
2023
Q1 | $9.29M | Sell |
195,282
-18,820
| -9% | -$889K | 0.08% | 230 |
|
|
2022
Q4 | $10.1M | Buy |
214,102
+172,185
| +411% | +$8.02M | 0.09% | 210 |
|
|
2022
Q3 | $1.93M | Buy |
41,917
+5,694
| +16% | +$269K | 0.04% | 468 |
|
|
2022
Q2 | $1.71M | Sell |
36,223
-2,122
| -6% | -$99.6K | 0.03% | 585 |
|
|
2022
Q1 | $1.81M | Sell |
38,345
-4,915
| -11% | -$237K | 0.03% | 595 |
|
|
2021
Q4 | $2.13M | Buy |
43,260
+3,661
| +9% | +$180K | 0.03% | 537 |
|
|
2021
Q3 | $1.96M | Buy |
39,599
+705
| +2% | +$35K | 0.03% | 525 |
|
|
2021
Q2 | $1.93M | Buy |
38,894
+16,408
| +73% | +$814K | 0.03% | 519 |
|
|
2021
Q1 | $1.11M | Sell |
22,486
-20,468
| -48% | -$1.02M | 0.02% | 624 |
|
|
2020
Q4 | $2.14M | Buy |
42,954
+38,516
| +868% | +$1.92M | 0.04% | 410 |
|
|
2020
Q3 | $221K | Sell |
4,438
-525
| -11% | -$26.2K | 0.02% | 574 |
|
|
2020
Q2 | $248K | Sell |
4,963
-200
| -4% | -$9.88K | 0.02% | 522 |
|
|
2020
Q1 | $252K | Buy |
5,163
+75
| +1% | +$3.67K | 0.03% | 440 |
|
|
2019
Q4 | $251K | Buy |
5,088
+386
| +8% | +$18.9K | 0.03% | 492 |
|
|
2019
Q3 | $231K | Buy |
+4,702
| New | +$231K | 0.03% | 467 |
|
|
2017
Q1 | – | Sell |
-10,220
| Closed | -$490K | – | 371 |
|
|
2016
Q4 | $490K | Sell |
10,220
-4,350
| -30% | -$210K | 0.16% | 169 |
|
|
2016
Q3 | $712K | Buy |
14,570
+2,691
| +23% | +$132K | 0.31% | 94 |
|
|
2016
Q2 | $584K | Buy |
11,879
+1,801
| +18% | +$88.1K | 0.23% | 126 |
|
|
2016
Q1 | $493K | Buy |
+10,078
| New | +$493K | 0.21% | 137 |
|
Other funds holding SHM
QC
UCFA