Principal Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-18,145
| Closed | -$899K | – | 2640 |
|
|
2021
Q1 | $899K | Buy |
18,145
+5,395
| +42% | +$267K | ﹤0.01% | 2017 |
|
|
2020
Q4 | $635K | Buy |
12,750
+893
| +8% | +$44.5K | ﹤0.01% | 2048 |
|
|
2020
Q3 | $591K | Sell |
11,857
-470
| -4% | -$23.4K | ﹤0.01% | 1985 |
|
|
2020
Q2 | $615K | Buy |
12,327
+1,308
| +12% | +$65.3K | ﹤0.01% | 1926 |
|
|
2020
Q1 | $539K | Sell |
11,019
-2,009
| -15% | -$98.3K | ﹤0.01% | 1851 |
|
|
2019
Q4 | $640K | Sell |
13,028
-203
| -2% | -$9.97K | ﹤0.01% | 1903 |
|
|
2019
Q3 | $648K | Buy |
13,231
+3,862
| +41% | +$189K | ﹤0.01% | 1896 |
|
|
2019
Q2 | $458K | Buy |
9,369
+284
| +3% | +$13.9K | ﹤0.01% | 1979 |
|
|
2019
Q1 | $440K | Sell |
9,085
-1,003
| -10% | -$48.6K | ﹤0.01% | 1966 |
|
|
2018
Q4 | $485K | Buy |
+10,088
| New | +$485K | ﹤0.01% | 1924 |
|