Derby & Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $9.94M | Buy |
201,120
+20,410
| +11% | +$1.01M | 2.01% | 13 |
|
|
2021
Q2 | $8.96M | Buy |
180,710
+1,079
| +0.6% | +$53.5K | 1.87% | 13 |
|
|
2021
Q1 | $8.9M | Buy |
179,631
+3,812
| +2% | +$189K | 2.01% | 13 |
|
|
2020
Q4 | $8.75M | Buy |
175,819
+18,566
| +12% | +$924K | 2.19% | 14 |
|
|
2020
Q3 | $7.84M | Buy |
157,253
+34,116
| +28% | +$1.7M | 2.26% | 14 |
|
|
2020
Q2 | $6.14M | Buy |
123,137
+4,722
| +4% | +$235K | 1.98% | 14 |
|
|
2020
Q1 | $5.79M | Buy |
118,415
+36,427
| +44% | +$1.78M | 2.32% | 13 |
|
|
2019
Q4 | $4.03M | Buy |
+81,988
| New | +$4.03M | 1.5% | 15 |
|