Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
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Research analysts, their latest ratings and performance metrics
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Research analyst firms, their latest ratings and performance metrics
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Stock index based on fund manager activity updated each quarter
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IAA
Independent Advisor Alliance’s
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
Stock Holding History
Independent Advisor Alliance’s Portfolio
SHM Stock Details
SHM Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Shares
Change %
Capital Flow
Portfolio Weight
Portfolio Position
2025
Q2
$1.59M
Buy
+33,185
New
+$1.59M
0.05%
324
2025
Q1
–
Sell
-77,777
Closed
-$3.69M
–
1270
2024
Q4
$3.69M
Buy
+77,777
New
+$3.69M
0.05%
343
2020
Q1
–
Sell
-19,094
Closed
-$938K
–
771
2019
Q4
$938K
Buy
+19,094
New
+$938K
0.04%
384
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Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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