Mariner Independent Advisor Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.59M | Sell |
34,387
-3,457
| -9% | -$159K | 0.07% | 289 |
|
|
2022
Q2 | $1.79M | Buy |
37,844
+1,863
| +5% | +$88.3K | 0.08% | 271 |
|
|
2022
Q1 | $1.7M | Buy |
+35,981
| New | +$1.7M | 0.07% | 286 |
|
|
2021
Q4 | – | Sell |
-52,666
| Closed | -$2.6M | – | 501 |
|
|
2021
Q3 | $2.6M | Sell |
52,666
-37,086
| -41% | -$1.83M | 0.13% | 181 |
|
|
2021
Q2 | $4.45M | Sell |
89,752
-10,864
| -11% | -$538K | 0.2% | 128 |
|
|
2021
Q1 | $4.98M | Sell |
100,616
-34,770
| -26% | -$1.72M | 0.26% | 98 |
|
|
2020
Q4 | $6.74M | Buy |
135,386
+50,876
| +60% | +$2.53M | 0.36% | 65 |
|
|
2020
Q3 | $4.21M | Buy |
84,510
+23,767
| +39% | +$1.18M | 0.35% | 68 |
|
|
2020
Q2 | $3.03M | Buy |
+60,743
| New | +$3.03M | 0.28% | 92 |
|
|
2020
Q1 | – | Sell |
-11,962
| Closed | -$587K | – | 397 |
|
|
2019
Q4 | $587K | Sell |
11,962
-1,349
| -10% | -$66.2K | 0.04% | 300 |
|
|
2019
Q3 | $651K | Sell |
13,311
-1,771
| -12% | -$86.6K | 0.05% | 290 |
|
|
2019
Q2 | $737K | Buy |
15,082
+2,150
| +17% | +$105K | 0.06% | 273 |
|
|
2019
Q1 | $626K | Buy |
+12,932
| New | +$626K | 0.05% | 281 |
|
|
2018
Q4 | – | Sell |
-10,369
| Closed | -$493K | – | 368 |
|
|
2018
Q3 | $493K | Buy |
+10,369
| New | +$493K | 0.06% | 186 |
|