LWM
LBA Wealth Management’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $6.27M | Buy |
129,372
+8,400
| +7% | +$407K | 3.3% | 8 |
|
|
2016
Q4 | $5.8M | Sell |
120,972
-10,625
| -8% | -$509K | 3.18% | 8 |
|
|
2016
Q3 | $6.43M | Buy |
131,597
+7,000
| +6% | +$342K | 3.63% | 6 |
|
|
2016
Q2 | $6.12M | Buy |
124,597
+9,200
| +8% | +$452K | 3.43% | 7 |
|
|
2016
Q1 | $5.63M | Sell |
115,397
-125,697
| -52% | -$6.14M | 3.26% | 7 |
|
|
2015
Q4 | $5.87M | Buy |
241,094
+26,094
| +12% | +$636K | 3.38% | 7 |
|
|
2015
Q3 | $5.24M | Sell |
215,000
-15,600
| -7% | -$380K | 3.3% | 7 |
|
|
2015
Q2 | $5.6M | Buy |
230,600
+21,500
| +10% | +$522K | 3.51% | 6 |
|
|
2015
Q1 | $5.09M | Sell |
209,100
-3,000
| -1% | -$73K | 3.21% | 7 |
|
|
2014
Q4 | $5.15M | Buy |
212,100
+28,500
| +16% | +$692K | 3.41% | 6 |
|
|
2014
Q3 | $4.48M | Buy |
183,600
+17,500
| +11% | +$427K | 3.11% | 6 |
|
|
2014
Q2 | $4.04M | Buy |
166,100
+4,000
| +2% | +$97.3K | 3.29% | 5 |
|
|
2014
Q1 | $3.93M | Buy |
162,100
+4,000
| +3% | +$97K | 3.22% | 5 |
|
|
2013
Q4 | $3.84M | Buy |
+158,100
| New | +$3.84M | 3.16% | 6 |
|