Gladstone Institutional Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,624
| Closed | -$214K | – | 698 |
|
|
2023
Q3 | $214K | Buy |
4,624
+16
| +0.3% | +$740 | 0.01% | 566 |
|
|
2023
Q2 | $217K | Buy |
4,608
+333
| +8% | +$15.7K | 0.01% | 589 |
|
|
2023
Q1 | $203K | Sell |
4,275
-1,884
| -31% | -$89.6K | 0.01% | 611 |
|
|
2022
Q4 | $289K | Buy |
6,159
+5
| +0.1% | +$235 | 0.02% | 507 |
|
|
2022
Q3 | $284K | Sell |
6,154
-3,839
| -38% | -$177K | 0.02% | 510 |
|
|
2022
Q2 | $472K | Buy |
9,993
+1,753
| +21% | +$82.8K | 0.04% | 424 |
|
|
2022
Q1 | $390K | Buy |
8,240
+2,007
| +32% | +$95K | 0.03% | 485 |
|
|
2021
Q4 | $307K | Sell |
6,233
-976
| -14% | -$48.1K | 0.02% | 472 |
|
|
2021
Q3 | $356K | Buy |
+7,209
| New | +$356K | 0.03% | 400 |
|