Mayflower 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $599K | Sell |
12,528
-697
| -5% | -$33.3K | 0.08% | 212 |
|
|
2025
Q1 | $630K | Sell |
13,225
-120
| -0.9% | -$5.71K | 0.1% | 199 |
|
|
2024
Q4 | $632K | Sell |
13,345
-691
| -5% | -$32.7K | 0.09% | 194 |
|
|
2024
Q3 | $676K | Sell |
14,036
-6
| -0% | -$289 | 0.1% | 182 |
|
|
2024
Q2 | $663K | Sell |
14,042
-407
| -3% | -$19.2K | 0.11% | 179 |
|
|
2024
Q1 | $685K | Buy |
14,449
+3
| +0% | +$142 | 0.11% | 179 |
|
|
2023
Q4 | $690K | Sell |
14,446
-253
| -2% | -$12.1K | 0.1% | 172 |
|
|
2023
Q3 | $680K | Sell |
14,699
-839
| -5% | -$38.8K | 0.1% | 157 |
|
|
2023
Q2 | $731K | Buy |
15,538
+2,615
| +20% | +$123K | 0.09% | 159 |
|
|
2023
Q1 | $614K | Sell |
12,923
-2,947
| -19% | -$140K | 0.08% | 176 |
|
|
2022
Q4 | $746K | Sell |
15,870
-245
| -2% | -$11.5K | 0.1% | 149 |
|
|
2022
Q3 | $743K | Buy |
+16,115
| New | +$743K | 0.12% | 134 |
|