Independent Portfolio Consultants’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1.14M | Sell |
23,591
-13,400
| -36% | -$650K | 0.47% | 36 |
|
|
2017
Q1 | $1.79M | Sell |
36,991
-870
| -2% | -$42.1K | 0.62% | 21 |
|
|
2016
Q4 | $1.82M | Sell |
37,861
-395
| -1% | -$18.9K | 0.6% | 26 |
|
|
2016
Q3 | $1.87M | Buy |
38,256
+10,620
| +38% | +$519K | 0.59% | 28 |
|
|
2016
Q2 | $1.36M | Sell |
27,636
-685
| -2% | -$33.6K | 0.43% | 49 |
|
|
2016
Q1 | $1.38M | Sell |
28,321
-3,504
| -11% | -$171K | 0.39% | 74 |
|
|
2015
Q4 | $1.55M | Sell |
31,825
-3,555
| -10% | -$173K | 0.46% | 58 |
|
|
2015
Q3 | $1.72M | Sell |
35,380
-330
| -0.9% | -$16.1K | 0.37% | 85 |
|
|
2015
Q2 | $1.73M | Sell |
35,710
-75
| -0.2% | -$3.64K | 0.35% | 93 |
|
|
2015
Q1 | $1.74M | Sell |
35,785
-3,220
| -8% | -$157K | 0.36% | 99 |
|
|
2014
Q4 | $1.9M | Sell |
39,005
-165
| -0.4% | -$8.02K | 0.38% | 86 |
|
|
2014
Q3 | $1.91M | Sell |
39,170
-755
| -2% | -$36.9K | 0.52% | 35 |
|
|
2014
Q2 | $1.94M | Sell |
39,925
-2,755
| -6% | -$134K | 0.54% | 33 |
|
|
2014
Q1 | $2.07M | Buy |
+42,680
| New | +$2.07M | 0.66% | 20 |
|