RIA
Regal Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Buy |
41,703
+1,373
| +3% | +$65.7K | 0.15% | 152 |
|
|
2025
Q1 | $1.92M | Buy |
40,330
+1,134
| +3% | +$54K | 0.16% | 155 |
|
|
2024
Q4 | $1.86M | Sell |
39,196
-471
| -1% | -$22.3K | 0.14% | 168 |
|
|
2024
Q3 | $1.91M | Buy |
39,667
+1,435
| +4% | +$69.1K | 0.13% | 176 |
|
|
2024
Q2 | $1.8M | Buy |
38,232
+57
| +0.1% | +$2.69K | 0.12% | 188 |
|
|
2024
Q1 | $1.81M | Sell |
38,175
-77
| -0.2% | -$3.65K | 0.12% | 183 |
|
|
2023
Q4 | $1.83M | Buy |
38,252
+1,107
| +3% | +$52.9K | 0.14% | 167 |
|
|
2023
Q3 | $1.72M | Buy |
37,145
+196
| +0.5% | +$9.06K | 0.14% | 162 |
|
|
2023
Q2 | $1.74M | Buy |
36,949
+8,735
| +31% | +$411K | 0.15% | 156 |
|
|
2023
Q1 | $1.34M | Sell |
28,214
-2,072
| -7% | -$98.5K | 0.12% | 172 |
|
|
2022
Q4 | $1.42M | Buy |
30,286
+736
| +2% | +$34.6K | 0.14% | 153 |
|
|
2022
Q3 | $1.36M | Buy |
29,550
+1,242
| +4% | +$57.2K | 0.14% | 143 |
|
|
2022
Q2 | $1.34M | Buy |
28,308
+3,329
| +13% | +$157K | 0.14% | 149 |
|
|
2022
Q1 | $1.18M | Buy |
24,979
+226
| +0.9% | +$10.7K | 0.11% | 189 |
|
|
2021
Q4 | $1.22M | Buy |
24,753
+2,017
| +9% | +$99.2K | 0.11% | 208 |
|
|
2021
Q3 | $1.12M | Buy |
22,736
+443
| +2% | +$21.9K | 0.11% | 206 |
|
|
2021
Q2 | $1.11M | Buy |
22,293
+1,007
| +5% | +$49.9K | 0.11% | 194 |
|
|
2021
Q1 | $1.06M | Sell |
21,286
-808
| -4% | -$40K | 1.07% | 23 |
|
|
2020
Q4 | $1.1M | Buy |
22,094
+1,197
| +6% | +$59.6K | 0.12% | 166 |
|
|
2020
Q3 | $1.04M | Sell |
20,897
-264
| -1% | -$13.2K | 1.23% | 22 |
|
|
2020
Q2 | $1.06M | Buy |
21,161
+1,488
| +8% | +$74.2K | 0.19% | 115 |
|
|
2020
Q1 | $962K | Sell |
19,673
-754
| -4% | -$36.9K | 1.41% | 20 |
|
|
2019
Q4 | $1M | Buy |
20,427
+868
| +4% | +$42.6K | 0.18% | 130 |
|
|
2019
Q3 | $958K | Buy |
19,559
+328
| +2% | +$16.1K | 0.19% | 136 |
|
|
2019
Q2 | $941K | Buy |
19,231
+536
| +3% | +$26.2K | 0.18% | 137 |
|
|
2019
Q1 | $906K | Sell |
18,695
-730
| -4% | -$35.4K | 0.18% | 133 |
|
|
2018
Q4 | $934K | Buy |
19,425
+2,607
| +16% | +$125K | 0.2% | 129 |
|
|
2018
Q3 | $802K | Sell |
16,818
-19
| -0.1% | -$906 | 0.17% | 149 |
|
|
2018
Q2 | $808K | Buy |
16,837
+738
| +5% | +$35.4K | 0.25% | 125 |
|
|
2018
Q1 | $770K | Sell |
16,099
-168
| -1% | -$8.04K | 0.17% | 143 |
|
|
2017
Q4 | $779K | Buy |
16,267
+992
| +6% | +$47.5K | 0.17% | 142 |
|
|
2017
Q3 | $742K | Buy |
15,275
+436
| +3% | +$21.2K | 0.17% | 144 |
|
|
2017
Q2 | $720K | Buy |
14,839
+521
| +4% | +$25.3K | 0.18% | 136 |
|
|
2017
Q1 | $694K | Buy |
14,318
+204
| +1% | +$9.89K | 0.18% | 137 |
|
|
2016
Q4 | $677K | Buy |
14,114
+2,087
| +17% | +$100K | 0.19% | 137 |
|
|
2016
Q3 | $588K | Buy |
12,027
+5
| +0% | +$244 | 0.17% | 152 |
|
|
2016
Q2 | $590K | Buy |
12,022
+386
| +3% | +$18.9K | 0.16% | 146 |
|
|
2016
Q1 | $568K | Sell |
11,636
-11,471
| -50% | -$560K | 0.15% | 139 |
|
|
2015
Q4 | $562K | Buy |
23,107
+5,512
| +31% | +$134K | 0.15% | 143 |
|
|
2015
Q3 | $428K | Buy |
17,595
+1,751
| +11% | +$42.6K | 0.11% | 160 |
|
|
2015
Q2 | $384K | Buy |
15,844
+1,008
| +7% | +$24.4K | 0.1% | 174 |
|
|
2015
Q1 | $361K | Buy |
14,836
+1,428
| +11% | +$34.7K | 0.09% | 185 |
|
|
2014
Q4 | $326K | Buy |
13,408
+9,566
| +249% | +$233K | 0.09% | 178 |
|
|
2014
Q3 | $94K | Buy |
3,842
+1,821
| +90% | +$44.6K | 0.03% | 312 |
|
|
2014
Q2 | $49K | Buy |
2,021
+1
| +0% | +$24 | 0.02% | 393 |
|
|
2014
Q1 | $49K | Buy |
+2,020
| New | +$49K | 0.02% | 348 |
|
|
2013
Q4 | – | Sell |
-3,234
| Closed | -$78K | – | 942 |
|
|
2013
Q3 | $78K | Sell |
3,234
-2,608
| -45% | -$62.9K | 0.05% | 259 |
|
|
2013
Q2 | $140K | Buy |
+5,842
| New | +$140K | 0.08% | 193 |
|