Financial Advocates Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,923
| Closed | -$615K | – | 728 |
|
|
2025
Q1 | $615K | Buy |
+12,923
| New | +$615K | 0.04% | 382 |
|
|
2022
Q2 | – | Sell |
-9,654
| Closed | -$457K | – | 778 |
|
|
2022
Q1 | $457K | Sell |
9,654
-1,080
| -10% | -$51.1K | 0.03% | 465 |
|
|
2021
Q4 | $528K | Sell |
10,734
-1,439
| -12% | -$70.8K | 0.03% | 470 |
|
|
2021
Q3 | $618K | Buy |
12,173
+3,095
| +34% | +$157K | 0.04% | 428 |
|
|
2021
Q2 | $450K | Buy |
9,078
+2,426
| +36% | +$120K | 0.03% | 487 |
|
|
2021
Q1 | $330K | Sell |
6,652
-2,894
| -30% | -$144K | 0.02% | 564 |
|
|
2020
Q4 | $472K | Buy |
9,546
+1,751
| +22% | +$86.6K | 0.03% | 459 |
|
|
2020
Q3 | $389K | Sell |
7,795
-610
| -7% | -$30.4K | 0.03% | 412 |
|
|
2020
Q2 | $419K | Buy |
8,405
+2,801
| +50% | +$140K | 0.04% | 378 |
|
|
2020
Q1 | $274K | Sell |
5,604
-564
| -9% | -$27.6K | 0.04% | 370 |
|
|
2019
Q4 | $303K | Buy |
6,168
+1,955
| +46% | +$96K | 0.03% | 387 |
|
|
2019
Q3 | $206K | Sell |
4,213
-2,183
| -34% | -$107K | 0.02% | 455 |
|
|
2019
Q2 | $313K | Buy |
6,396
+417
| +7% | +$20.4K | 0.04% | 359 |
|
|
2019
Q1 | $290K | Buy |
5,979
+121
| +2% | +$5.87K | 0.04% | 367 |
|
|
2018
Q4 | $281K | Sell |
5,858
-1,336
| -19% | -$64.1K | 0.04% | 348 |
|
|
2018
Q3 | $343K | Buy |
7,194
+1
| +0% | +$48 | 0.04% | 356 |
|
|
2018
Q2 | $345K | Buy |
7,193
+1
| +0% | +$48 | 0.04% | 340 |
|
|
2018
Q1 | $344K | Buy |
7,192
+1,250
| +21% | +$59.8K | 0.04% | 337 |
|
|
2017
Q4 | $285K | Buy |
+5,942
| New | +$285K | 0.04% | 368 |
|