Regal Investment Advisors’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Buy |
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|
2025
Q1 | $1.92M | Buy |
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|
2024
Q4 | $1.86M | Sell |
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|
2024
Q3 | $1.91M | Buy |
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|
2024
Q2 | $1.8M | Buy |
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|
2024
Q1 | $1.81M | Sell |
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|
2023
Q4 | $1.83M | Buy |
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|
2023
Q3 | $1.72M | Buy |
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|
2023
Q2 | $1.74M | Buy |
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|
2023
Q1 | $1.34M | Sell |
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|
2022
Q4 | $1.42M | Buy |
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|
2022
Q3 | $1.36M | Buy |
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|
2022
Q2 | $1.34M | Buy |
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|
2022
Q1 | $1.18M | Buy |
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|
2021
Q4 | $1.22M | Buy |
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|
2021
Q3 | $1.12M | Buy |
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|
2021
Q2 | $1.1M | Buy |
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|
2021
Q1 | $1.05M | Sell |
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|
2020
Q4 | $1.1M | Buy |
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|
2020
Q3 | $1.04M | Sell |
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|
2020
Q2 | $1.05M | Buy |
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|
2020
Q1 | $962K | Sell |
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|
2019
Q4 | $1M | Buy |
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|
2019
Q3 | $958K | Buy |
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|
2019
Q2 | $941K | Buy |
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|
2019
Q1 | $906K | Sell |
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|
2018
Q4 | $934K | Buy |
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|
2018
Q3 | $802K | Sell |
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|
2018
Q2 | $808K | Buy |
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|
2018
Q1 | $770K | Sell |
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|
2017
Q4 | $779K | Buy |
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|
2017
Q3 | $742K | Buy |
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|
2017
Q2 | $720K | Buy |
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|
2017
Q1 | $694K | Buy |
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|
2016
Q4 | $677K | Buy |
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|
2016
Q3 | $588K | Buy |
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|
2016
Q2 | $590K | Buy |
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|
2016
Q1 | $568K | Buy |
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|
2015
Q4 | $562K | Buy |
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|
2015
Q3 | $428K | Buy |
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|
2015
Q2 | $384K | Buy |
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|
2015
Q1 | $361K | Buy |
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|
2014
Q4 | $326K | Buy |
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|
2014
Q3 | $94K | Buy |
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|
2014
Q2 | $49K | Buy |
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|
2014
Q1 | $49K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $78K | Sell |
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|
2013
Q2 | $140K | Buy |
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