FPAS
Focus Partners 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 | $2.53M | Sell |
52,820
-4,435
| -8% | -$212K | 0.03% | 241 |
|
|
2025
Q1 | $2.73M | Buy |
57,255
+801
| +1% | +$38.1K | 0.04% | 207 |
|
|
2024
Q4 | $2.68M | Buy |
56,454
+2,738
| +5% | +$130K | 0.05% | 181 |
|
|
2024
Q3 | $2.59M | Buy |
+53,716
| New | +$2.59M | 0.05% | 167 |
|
|
2024
Q1 | – | Sell |
-45,376
| Closed | -$2.17M | – | 634 |
|
|
2023
Q4 | $2.17M | Sell |
45,376
-5,217
| -10% | -$249K | 0.1% | 94 |
|
|
2023
Q3 | $2.34M | Sell |
50,593
-53
| -0.1% | -$2.45K | 0.11% | 88 |
|
|
2023
Q2 | $2.38M | Buy |
50,646
+462
| +0.9% | +$21.7K | 0.13% | 74 |
|
|
2023
Q1 | $2.39M | Sell |
50,184
-2,129
| -4% | -$101K | 0.15% | 63 |
|
|
2022
Q4 | $2.46M | Sell |
52,313
-9,572
| -15% | -$450K | 0.19% | 68 |
|
|
2022
Q3 | $2.85M | Buy |
61,885
+895
| +1% | +$41.2K | 0.17% | 68 |
|
|
2022
Q2 | $2.88M | Buy |
60,990
+49,840
| +447% | +$2.36M | 0.24% | 56 |
|
|
2022
Q1 | $527K | Buy |
+11,150
| New | +$527K | 0.05% | 167 |
|