Hill Island Financial’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 |
-38,948
| Closed | -$1.8M | – | 73 |
|
|
2023
Q3 | $1.8M | Buy |
38,948
+110
| +0.3% | +$5.09K | 0.72% | 18 |
|
|
2023
Q2 | $1.83M | Sell |
38,838
-14,330
| -27% | -$674K | 0.69% | 18 |
|
|
2023
Q1 | $2.5M | Buy |
53,168
+2,669
| +5% | +$126K | 1.01% | 16 |
|
|
2022
Q4 | $2.37M | Buy |
50,499
+132
| +0.3% | +$6.2K | 1.03% | 17 |
|
|
2022
Q3 | $2.32M | Buy |
50,367
+496
| +1% | +$22.9K | 1.08% | 15 |
|
|
2022
Q2 | $2.36M | Sell |
49,871
-4,630
| -8% | -$219K | 1.05% | 15 |
|
|
2022
Q1 | $2.58M | Sell |
54,501
-11,803
| -18% | -$559K | 0.95% | 16 |
|
|
2021
Q4 | $3.26M | Buy |
+66,304
| New | +$3.26M | 1.16% | 16 |
|