JNBA Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,299
| Closed | -$108K | – | 680 |
|
|
2024
Q2 | $108K | Hold |
2,299
| – | – | 0.01% | 217 |
|
|
2024
Q1 | $109K | Sell |
2,299
-421
| -15% | -$20K | 0.01% | 222 |
|
|
2023
Q4 | $130K | Sell |
2,720
-4,144
| -60% | -$198K | 0.01% | 209 |
|
|
2023
Q3 | $317K | Hold |
6,864
| – | – | 0.04% | 161 |
|
|
2023
Q2 | $323K | Sell |
6,864
-1,099
| -14% | -$51.7K | 0.04% | 164 |
|
|
2023
Q1 | $379K | Sell |
7,963
-907
| -10% | -$43.1K | 0.05% | 146 |
|
|
2022
Q4 | $417K | Buy |
8,870
+427
| +5% | +$20.1K | 0.06% | 135 |
|
|
2022
Q3 | $389K | Buy |
8,443
+3,012
| +55% | +$139K | 0.06% | 133 |
|
|
2022
Q2 | $257K | Buy |
+5,431
| New | +$257K | 0.04% | 165 |
|
|
2022
Q1 | – | Sell |
-661
| Closed | -$33K | – | 824 |
|
|
2021
Q4 | $33K | Buy |
+661
| New | +$33K | ﹤0.01% | 353 |
|
|
2018
Q4 | – | Sell |
-304
| Closed | -$14K | – | 705 |
|
|
2018
Q3 | $14K | Buy |
+304
| New | +$14K | 0.01% | 344 |
|