NEWAS
N.E.W. Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Sell |
7,742
-1,451
| -16% | -$69.4K | 0.04% | 134 |
|
|
2025
Q1 | $438K | Buy |
9,193
+328
| +4% | +$15.6K | 0.03% | 139 |
|
|
2024
Q4 | $420K | Sell |
8,865
-445
| -5% | -$21.1K | 0.04% | 127 |
|
|
2024
Q3 | $448K | Hold |
9,310
| – | – | 0.04% | 122 |
|
|
2024
Q2 | $439K | Buy |
9,310
+1
| +0% | +$47 | 0.05% | 111 |
|
|
2024
Q1 | $442K | Hold |
9,309
| – | – | 0.05% | 111 |
|
|
2023
Q4 | $445K | Sell |
9,309
-106
| -1% | -$5.07K | 0.05% | 106 |
|
|
2023
Q3 | $435K | Sell |
9,415
-96
| -1% | -$4.44K | 0.06% | 99 |
|
|
2023
Q2 | $448K | Sell |
9,511
-4,375
| -32% | -$206K | 0.06% | 87 |
|
|
2023
Q1 | $660K | Sell |
13,886
-1,257
| -8% | -$59.8K | 0.1% | 76 |
|
|
2022
Q4 | $711K | Sell |
15,143
-490
| -3% | -$23K | 0.11% | 67 |
|
|
2022
Q3 | $721K | Sell |
15,633
-913
| -6% | -$42.1K | 0.13% | 63 |
|
|
2022
Q2 | $782K | Sell |
16,546
-2,678
| -14% | -$127K | 0.14% | 63 |
|
|
2022
Q1 | $954K | Buy |
19,224
+1,187
| +7% | +$58.9K | 0.18% | 56 |
|
|
2021
Q4 | $887K | Buy |
18,037
+1
| +0% | +$49 | 0.13% | 61 |
|
|
2021
Q3 | $891K | Sell |
18,036
-325
| -2% | -$16.1K | 0.15% | 59 |
|
|
2021
Q2 | $911K | Sell |
18,361
-863
| -4% | -$42.8K | 0.15% | 59 |
|
|
2021
Q1 | $952K | Buy |
19,224
+177
| +0.9% | +$8.77K | 0.18% | 57 |
|
|
2020
Q4 | $948K | Sell |
19,047
-857
| -4% | -$42.7K | 0.2% | 56 |
|
|
2020
Q3 | $990K | Buy |
19,904
+1
| +0% | +$50 | 0.28% | 40 |
|
|
2020
Q2 | $993K | Buy |
+19,903
| New | +$993K | 0.31% | 39 |
|
|
2019
Q4 | $1.01M | Buy |
+20,551
| New | +$1.01M | 0.33% | 39 |
|