Dynamic Advisor Solutions’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.22M | Buy |
46,478
+2,636
| +6% | +$126K | 0.07% | 286 |
|
|
2025
Q1 | $2.09M | Buy |
+43,842
| New | +$2.09M | 0.07% | 277 |
|
|
2024
Q4 | – | Sell |
-43,746
| Closed | -$2.11M | – | 795 |
|
|
2024
Q3 | $2.11M | Buy |
43,746
+114
| +0.3% | +$5.49K | 0.06% | 285 |
|
|
2024
Q2 | $2.06M | Buy |
43,632
+2,661
| +6% | +$126K | 0.06% | 284 |
|
|
2024
Q1 | $1.94M | Buy |
40,971
+4,936
| +14% | +$234K | 0.07% | 299 |
|
|
2023
Q4 | $1.72M | Buy |
36,035
+978
| +3% | +$46.7K | 0.06% | 304 |
|
|
2023
Q3 | $1.62M | Buy |
35,057
+1,013
| +3% | +$46.8K | 0.08% | 271 |
|
|
2023
Q2 | $1.6M | Sell |
34,044
-4,260
| -11% | -$200K | 0.08% | 254 |
|
|
2023
Q1 | $1.82M | Buy |
38,304
+4,567
| +14% | +$217K | 0.11% | 227 |
|
|
2022
Q4 | $1.58M | Buy |
33,737
+117
| +0.3% | +$5.5K | 0.11% | 207 |
|
|
2022
Q3 | $1.55M | Buy |
33,620
+3,871
| +13% | +$178K | 0.12% | 185 |
|
|
2022
Q2 | $1.41M | Sell |
29,749
-5,635
| -16% | -$266K | 0.11% | 206 |
|
|
2022
Q1 | $1.68M | Buy |
35,384
+1,118
| +3% | +$52.9K | 0.12% | 186 |
|
|
2021
Q4 | $1.69M | Sell |
34,266
-3,233
| -9% | -$159K | 0.12% | 184 |
|
|
2021
Q3 | $1.85M | Buy |
37,499
+2,521
| +7% | +$125K | 0.14% | 181 |
|
|
2021
Q2 | $1.73M | Sell |
34,978
-1,360
| -4% | -$67.4K | 0.14% | 184 |
|
|
2021
Q1 | $1.8M | Buy |
36,338
+2,948
| +9% | +$146K | 0.17% | 153 |
|
|
2020
Q4 | $1.66M | Buy |
33,390
+4,213
| +14% | +$210K | 0.16% | 160 |
|
|
2020
Q3 | $1.46M | Buy |
29,177
+709
| +2% | +$35.4K | 0.17% | 153 |
|
|
2020
Q2 | $1.42M | Buy |
28,468
+6,361
| +29% | +$317K | 0.19% | 140 |
|
|
2020
Q1 | $1.08M | Buy |
22,107
+10,560
| +91% | +$516K | 0.2% | 143 |
|
|
2019
Q4 | $567K | Buy |
11,547
+71
| +0.6% | +$3.49K | 0.08% | 280 |
|
|
2019
Q3 | $562K | Buy |
11,476
+819
| +8% | +$40.1K | 0.09% | 252 |
|
|
2019
Q2 | $521K | Buy |
10,657
+4,420
| +71% | +$216K | 0.08% | 252 |
|
|
2019
Q1 | $302K | Sell |
6,237
-1,162
| -16% | -$56.3K | 0.06% | 298 |
|
|
2018
Q4 | $356K | Buy |
+7,399
| New | +$356K | 0.08% | 253 |
|