IFP Advisors’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $122K | Sell |
|
|||||
|
2025
Q1 | $128K | Buy |
|
|||||
|
2024
Q4 | $37.6K | Buy |
|
|||||
|
2024
Q3 | $17.9K | Hold |
|
|||||
|
2024
Q2 | $17.5K | Hold |
|
|||||
|
2024
Q1 | $17.6K | Hold |
|
|||||
|
2023
Q4 | $17.7K | Sell |
|
|||||
|
2023
Q3 | $27K | Sell |
|
|||||
|
2023
Q2 | $122K | Sell |
|
|||||
|
2023
Q1 | $266K | Sell |
|
|||||
|
2022
Q4 | $917K | Sell |
|
|||||
|
2022
Q3 | $1.46M | Buy |
|
|||||
|
2022
Q2 | $1.27M | Hold |
|
|||||
|
2022
Q1 | $1.27M | Buy |
|
|||||
|
2021
Q4 | $149K | Buy |
|
|||||
|
2021
Q3 | $150K | Sell |
|
|||||
|
2021
Q2 | $163K | Buy |
|
|||||
|
2021
Q1 | $163K | Hold |
|
|||||
|
2020
Q4 | $165K | Sell |
|
|||||
|
2020
Q3 | $194K | Sell |
|
|||||
|
2020
Q2 | $378K | Sell |
|
|||||
|
2020
Q1 | $504K | Buy |
|
|||||
|
2019
Q4 | $446K | Buy |
|
|||||
|
2019
Q3 | $125K | Buy |
|
|||||
|
2019
Q1 | $64K | Sell |
|
|||||
|
2018
Q4 | $187K | Sell |
|
|||||
|
2018
Q3 | $259K | Sell |
|
|||||
|
2018
Q2 | $302K | Buy |
|
|||||
|
2018
Q1 | $250K | Hold |
|
|||||
|
2017
Q4 | $250K | Sell |
|
|||||
|
2017
Q3 | $270K | Buy |
|
|||||
|
2017
Q2 | $170K | Buy |
|
|||||
|
2017
Q1 | $139K | Sell |
|
|||||
|
2016
Q4 | $155K | Buy |
|
|||||
|
2016
Q3 | $14K | Buy |
|
|||||
|
2016
Q2 | $8K | Sell |
|
|||||
|
2016
Q1 | $64K | Buy |
|
|||||
|
2015
Q4 | $8K | Buy |
|