Kestra Advisory Services’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 | $1.22M | Sell |
25,421
-35,193
| -58% | -$1.68M | 0.01% | 1360 |
|
|
2025
Q1 | $2.89M | Sell |
60,614
-20,447
| -25% | -$973K | 0.01% | 819 |
|
|
2024
Q4 | $3.84M | Buy |
81,061
+10,960
| +16% | +$519K | 0.02% | 687 |
|
|
2024
Q3 | $3.37M | Sell |
70,101
-6,026
| -8% | -$290K | 0.02% | 721 |
|
|
2024
Q2 | $3.59M | Sell |
76,127
-947
| -1% | -$44.7K | 0.02% | 706 |
|
|
2024
Q1 | $3.66M | Buy |
77,074
+9,133
| +13% | +$433K | 0.02% | 629 |
|
|
2023
Q4 | $3.25M | Buy |
67,941
+35,573
| +110% | +$1.7M | 0.03% | 607 |
|
|
2023
Q3 | $1.5M | Buy |
32,368
+14,594
| +82% | +$675K | 0.01% | 803 |
|
|
2023
Q2 | $836K | Sell |
17,774
-674
| -4% | -$31.7K | 0.01% | 1065 |
|
|
2023
Q1 | $877K | Sell |
18,448
-88,060
| -83% | -$4.19M | 0.01% | 1006 |
|
|
2022
Q4 | $5M | Buy |
106,508
+86,729
| +438% | +$4.07M | 0.04% | 437 |
|
|
2022
Q3 | $912K | Sell |
19,779
-8,960
| -31% | -$413K | 0.01% | 1013 |
|
|
2022
Q2 | $1.36M | Buy |
28,739
+7,976
| +38% | +$377K | 0.01% | 826 |
|
|
2022
Q1 | $983K | Buy |
20,763
+725
| +4% | +$34.3K | 0.01% | 974 |
|
|
2021
Q4 | $985K | Sell |
20,038
-2,364
| -11% | -$116K | 0.01% | 992 |
|
|
2021
Q3 | $1.11M | Buy |
22,402
+2,587
| +13% | +$128K | 0.01% | 966 |
|
|
2021
Q2 | $982K | Buy |
19,815
+1,147
| +6% | +$56.8K | 0.01% | 952 |
|
|
2021
Q1 | $925K | Sell |
18,668
-14,869
| -44% | -$737K | 0.01% | 907 |
|
|
2020
Q4 | $1.67M | Buy |
33,537
+18,799
| +128% | +$936K | 0.02% | 656 |
|
|
2020
Q3 | $735K | Buy |
+14,738
| New | +$735K | 0.01% | 719 |
|