Northwestern Mutual Investment 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 | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-144,714
| Closed | -$7.05M | – | 84 |
|
2015
Q4 | $7.05M | Buy |
144,714
+11,552
| +9% | +$563K | 1.34% | 14 |
|
2015
Q3 | $6.49M | Buy |
133,162
+17,193
| +15% | +$838K | 1.4% | 14 |
|
2015
Q2 | $5.63M | Buy |
115,969
+19,137
| +20% | +$929K | 1.28% | 14 |
|
2015
Q1 | $4.71M | Buy |
96,832
+16,051
| +20% | +$781K | 1.2% | 14 |
|
2014
Q4 | $3.92M | Buy |
80,781
+3,469
| +4% | +$169K | 1.14% | 14 |
|
2014
Q3 | $3.77M | Buy |
77,312
+15,306
| +25% | +$747K | 1.25% | 14 |
|
2014
Q2 | $3.02M | Buy |
62,006
+11,306
| +22% | +$550K | 1.09% | 15 |
|
2014
Q1 | $2.46M | Buy |
50,700
+13,222
| +35% | +$642K | 1.05% | 15 |
|
2013
Q4 | $1.82M | Buy |
+37,478
| New | +$1.82M | 0.92% | 15 |
|