CLA (CliftonLarsonAllen) Wealth Advisors’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 | $78.9M | Buy |
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|
2025
Q2 | $73.9M | Buy |
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2025
Q1 | $71.8M | Sell |
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|
2024
Q4 | $81.3M | Buy |
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|
2024
Q3 | $76.9M | Buy |
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|
2024
Q2 | $71M | Buy |
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|
2024
Q1 | $66.2M | Buy |
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|
2023
Q4 | $912K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $481K | Buy |
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|
2023
Q1 | $477K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.84M | Buy |
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|
2022
Q1 | $1.82M | Sell |
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|
2021
Q4 | $2.67M | Buy |
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|
2021
Q3 | $2.68M | Sell |
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|
2021
Q2 | $2.79M | Sell |
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|
2021
Q1 | $3.02M | Buy |
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|
2020
Q4 | $2.65M | Sell |
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|
2020
Q3 | $2.72M | Sell |
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|
2020
Q2 | $3.33M | Buy |
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|
2019
Q4 | $4.28M | Sell |
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|
2019
Q3 | $5.09M | Buy |
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|
2019
Q2 | $4.42M | Buy |
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|
2019
Q1 | $2.89M | Sell |
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|
2018
Q4 | $3.54M | Buy |
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|
2018
Q3 | $3.48M | Sell |
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|
2018
Q2 | $3.87M | Sell |
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|
2018
Q1 | $5.39M | Sell |
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|
2017
Q4 | $6.65M | Buy |
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|
2017
Q3 | $2.6M | Buy |
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|
2017
Q2 | $2.27M | Sell |
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|
2017
Q1 | $4.74M | Sell |
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|
2016
Q4 | $5.53M | Sell |
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|
2016
Q3 | $6.75M | Buy |
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|
2016
Q2 | $5.43M | Buy |
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|
2016
Q1 | $4.26M | Sell |
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|
2015
Q4 | $5.29M | Sell |
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|
2015
Q3 | $6.17M | Sell |
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|
2015
Q2 | $6.63M | Sell |
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|
2015
Q1 | $8.98M | Buy |
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|
2014
Q4 | $8.93M | Buy |
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|
2014
Q3 | $8.76M | Sell |
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|
2014
Q2 | $10.7M | Buy |
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|
2014
Q1 | $7.43M | Buy |
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|
2013
Q4 | $6.42M | Sell |
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|
2013
Q3 | $8.55M | Buy |
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|
2013
Q2 | $616K | Buy |
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