IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $122K | Sell |
2,550
-147
| -5% | -$7.03K | ﹤0.01% | 1531 |
|
|
2025
Q1 | $128K | Buy |
2,697
+1,903
| +240% | +$90.6K | ﹤0.01% | 1398 |
|
|
2024
Q4 | $37.6K | Buy |
794
+423
| +114% | +$20K | ﹤0.01% | 1958 |
|
|
2024
Q3 | $17.9K | Hold |
371
| – | – | ﹤0.01% | 2190 |
|
|
2024
Q2 | $17.5K | Hold |
371
| – | – | ﹤0.01% | 2142 |
|
|
2024
Q1 | $17.6K | Hold |
371
| – | – | ﹤0.01% | 2028 |
|
|
2023
Q4 | $17.7K | Sell |
371
-213
| -36% | -$10.2K | ﹤0.01% | 1965 |
|
|
2023
Q3 | $27K | Sell |
584
-2,000
| -77% | -$92.5K | ﹤0.01% | 1800 |
|
|
2023
Q2 | $122K | Sell |
2,584
-2,989
| -54% | -$141K | 0.01% | 1232 |
|
|
2023
Q1 | $266K | Sell |
5,573
-13,591
| -71% | -$650K | 0.01% | 832 |
|
|
2022
Q4 | $917K | Sell |
19,164
-11,306
| -37% | -$541K | 0.02% | 650 |
|
|
2022
Q3 | $1.46M | Buy |
30,470
+3,995
| +15% | +$191K | 0.04% | 505 |
|
|
2022
Q2 | $1.27M | Hold |
26,475
| – | – | 0.04% | 501 |
|
|
2022
Q1 | $1.27M | Buy |
26,475
+23,427
| +769% | +$1.12M | 0.04% | 501 |
|
|
2021
Q4 | $149K | Buy |
3,048
+1
| +0% | +$49 | ﹤0.01% | 1080 |
|
|
2021
Q3 | $150K | Sell |
3,047
-262
| -8% | -$12.9K | ﹤0.01% | 1069 |
|
|
2021
Q2 | $163K | Buy |
3,309
+1
| +0% | +$49 | ﹤0.01% | 1008 |
|
|
2021
Q1 | $163K | Hold |
3,308
| – | – | ﹤0.01% | 937 |
|
|
2020
Q4 | $165K | Sell |
3,308
-571
| -15% | -$28.5K | 0.01% | 895 |
|
|
2020
Q3 | $194K | Sell |
3,879
-3,686
| -49% | -$184K | 0.01% | 715 |
|
|
2020
Q2 | $378K | Sell |
7,565
-2,767
| -27% | -$138K | 0.03% | 473 |
|
|
2020
Q1 | $504K | Buy |
10,332
+1,234
| +14% | +$60.2K | 0.05% | 354 |
|
|
2019
Q4 | $446K | Buy |
9,098
+6,548
| +257% | +$321K | 0.03% | 449 |
|
|
2019
Q3 | $125K | Buy |
+2,550
| New | +$125K | 0.01% | 953 |
|
|
2019
Q1 | $64K | Sell |
1,326
-2,568
| -66% | -$124K | 0.01% | 867 |
|
|
2018
Q4 | $187K | Sell |
3,894
-1,526
| -28% | -$73.3K | 0.01% | 894 |
|
|
2018
Q3 | $259K | Sell |
5,420
-878
| -14% | -$42K | 0.01% | 937 |
|
|
2018
Q2 | $302K | Buy |
6,298
+1,075
| +21% | +$51.5K | 0.01% | 870 |
|
|
2018
Q1 | $250K | Hold |
5,223
| – | – | 0.01% | 895 |
|
|
2017
Q4 | $250K | Sell |
5,223
-332
| -6% | -$15.9K | 0.01% | 893 |
|
|
2017
Q3 | $270K | Buy |
5,555
+2,057
| +59% | +$100K | 0.01% | 969 |
|
|
2017
Q2 | $170K | Buy |
3,498
+629
| +22% | +$30.6K | 0.01% | 1215 |
|
|
2017
Q1 | $139K | Sell |
2,869
-354
| -11% | -$17.2K | 0.01% | 1307 |
|
|
2016
Q4 | $155K | Buy |
3,223
+2,941
| +1,043% | +$141K | 0.01% | 1188 |
|
|
2016
Q3 | $14K | Buy |
282
+126
| +81% | +$6.26K | ﹤0.01% | 2618 |
|
|
2016
Q2 | $8K | Sell |
156
-1,170
| -88% | -$60K | ﹤0.01% | 2873 |
|
|
2016
Q1 | $64K | Buy |
1,326
+1,169
| +745% | +$56.4K | 0.01% | 867 |
|
|
2015
Q4 | $8K | Buy |
+157
| New | +$8K | ﹤0.01% | 2690 |
|