Prime Capital Investment 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
$12.1M Sell
253,667
-97,809
-28% -$4.68M 0.16% 105
2025
Q1
$16.7M Buy
351,476
+46,374
+15% +$2.21M 0.2% 96
2024
Q4
$14.5M Buy
305,102
+9,310
+3% +$441K 0.21% 87
2024
Q3
$14.2M Sell
295,792
-15,409
-5% -$742K 0.2% 88
2024
Q2
$14.7M Sell
311,201
-102,791
-25% -$4.85M 0.22% 81
2024
Q1
$19.6M Buy
413,992
+64,006
+18% +$3.04M 0.27% 77
2023
Q4
$16.7M Buy
349,986
+335,021
+2,239% +$16M 0.25% 85
2023
Q3
$692K Sell
14,965
-5,745
-28% -$266K 0.01% 410
2023
Q2
$974K Buy
+20,710
New +$974K 0.02% 363
2018
Q3
Sell
-1,618
Closed -$78K 341
2018
Q2
$78K Buy
+1,618
New +$78K 0.03% 174