Reilly Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $565K | Buy |
+11,492
| New | +$565K | 0.04% | 147 |
|
|
2021
Q3 | – | Sell |
-29
| Closed | -$1K | – | 1033 |
|
|
2021
Q2 | $1K | Hold |
29
| – | – | ﹤0.01% | 969 |
|
|
2021
Q1 | $1K | Hold |
29
| – | – | ﹤0.01% | 995 |
|
|
2020
Q4 | $1K | Hold |
29
| – | – | ﹤0.01% | 868 |
|
|
2020
Q3 | $1K | Hold |
29
| – | – | ﹤0.01% | 814 |
|
|
2020
Q2 | $1K | Hold |
29
| – | – | ﹤0.01% | 868 |
|
|
2020
Q1 | $1K | Hold |
29
| – | – | ﹤0.01% | 854 |
|
|
2019
Q4 | $1K | Hold |
29
| – | – | ﹤0.01% | 860 |
|
|
2019
Q3 | $1K | Hold |
29
| – | – | ﹤0.01% | 871 |
|
|
2019
Q2 | $1K | Sell |
29
-184
| -86% | -$6.35K | ﹤0.01% | 913 |
|
|
2019
Q1 | $10K | Buy |
+213
| New | +$10K | ﹤0.01% | 690 |
|
|
2013
Q4 | – | Sell |
-88
| Closed | -$4K | – | 861 |
|
|
2013
Q3 | $4K | Buy |
+88
| New | +$4K | ﹤0.01% | 633 |
|