Sequoia Financial 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
Q3 | $502K | Sell |
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|
2025
Q2 | $1.04M | Sell |
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|
2025
Q1 | $3.49M | Sell |
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|
2024
Q4 | $4.62M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $271K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $277K | Sell |
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|
2022
Q1 | $314K | Sell |
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|
2021
Q4 | $334K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $265K | Hold |
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|
2021
Q1 | $265K | Hold |
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|
2020
Q4 | $266K | Hold |
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|
2020
Q3 | $267K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $244K | Sell |
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|
2018
Q3 | $448K | Hold |
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|
2018
Q2 | $451K | Hold |
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|
2018
Q1 | $450K | Sell |
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|
2017
Q4 | $895K | Sell |
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|
2017
Q3 | $989K | Buy |
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|
2017
Q2 | $881K | Buy |
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|
2017
Q1 | $865K | Buy |
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|
2016
Q4 | $855K | Sell |
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|
2016
Q3 | $1.74M | Buy |
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