FDx 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 | – | Sell |
-4,406
| Closed | -$211K | – | 590 |
|
|
2023
Q4 | $211K | Buy |
+4,406
| New | +$211K | 0.02% | 640 |
|
|
2018
Q1 | – | Sell |
-4,571
| Closed | -$219K | – | 1251 |
|
|
2017
Q4 | $219K | Buy |
+4,571
| New | +$219K | 0.01% | 1167 |
|
|
2017
Q3 | – | Sell |
-5,529
| Closed | -$268K | – | 1294 |
|
|
2017
Q2 | $268K | Buy |
+5,529
| New | +$268K | 0.01% | 1025 |
|
|
2015
Q2 | – | Sell |
-5,350
| Closed | -$261K | – | 1026 |
|
|
2015
Q1 | $261K | Sell |
5,350
-643
| -11% | -$31.4K | 0.01% | 1289 |
|
|
2014
Q4 | $291K | Buy |
5,993
+1,369
| +30% | +$66.5K | 0.02% | 728 |
|
|
2014
Q3 | $226K | Sell |
4,624
-943
| -17% | -$46.1K | 0.01% | 877 |
|
|
2014
Q2 | $271K | Buy |
5,567
+1,248
| +29% | +$60.8K | 0.02% | 820 |
|
|
2014
Q1 | $210K | Buy |
+4,319
| New | +$210K | 0.02% | 718 |
|