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 |
|