Sequoia 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
21,801
-51,620
| -70% | -$2.47M | 0.01% | 666 |
|
|
2025
Q1 | $3.49M | Sell |
73,421
-24,010
| -25% | -$1.14M | 0.03% | 326 |
|
|
2024
Q4 | $4.62M | Buy |
+97,431
| New | +$4.62M | 0.04% | 261 |
|
|
2023
Q1 | – | Sell |
-5,775
| Closed | -$271K | – | 862 |
|
|
2022
Q4 | $271K | Buy |
+5,775
| New | +$271K | 0.01% | 619 |
|
|
2022
Q3 | – | Sell |
-5,858
| Closed | -$277K | – | 577 |
|
|
2022
Q2 | $277K | Sell |
5,858
-766
| -12% | -$36.2K | 0.01% | 463 |
|
|
2022
Q1 | $314K | Sell |
6,624
-175
| -3% | -$8.3K | 0.01% | 489 |
|
|
2021
Q4 | $334K | Buy |
+6,799
| New | +$334K | 0.01% | 416 |
|
|
2021
Q3 | – | Sell |
-5,345
| Closed | -$265K | – | 414 |
|
|
2021
Q2 | $265K | Hold |
5,345
| – | – | 0.01% | 401 |
|
|
2021
Q1 | $265K | Hold |
5,345
| – | – | 0.01% | 368 |
|
|
2020
Q4 | $266K | Hold |
5,345
| – | – | 0.01% | 341 |
|
|
2020
Q3 | $267K | Buy |
+5,345
| New | +$267K | 0.01% | 318 |
|
|
2019
Q1 | – | Sell |
-5,083
| Closed | -$244K | – | 375 |
|
|
2018
Q4 | $244K | Sell |
5,083
-4,319
| -46% | -$207K | 0.03% | 248 |
|
|
2018
Q3 | $448K | Hold |
9,402
| – | – | 0.04% | 170 |
|
|
2018
Q2 | $451K | Hold |
9,402
| – | – | 0.05% | 169 |
|
|
2018
Q1 | $450K | Sell |
9,402
-9,280
| -50% | -$444K | 0.05% | 167 |
|
|
2017
Q4 | $895K | Sell |
18,682
-1,665
| -8% | -$79.8K | 0.09% | 118 |
|
|
2017
Q3 | $989K | Buy |
20,347
+2,192
| +12% | +$107K | 0.12% | 108 |
|
|
2017
Q2 | $881K | Buy |
18,155
+307
| +2% | +$14.9K | 0.11% | 117 |
|
|
2017
Q1 | $865K | Buy |
17,848
+21
| +0.1% | +$1.02K | 0.11% | 111 |
|
|
2016
Q4 | $855K | Sell |
17,827
-17,734
| -50% | -$851K | 0.12% | 112 |
|
|
2016
Q3 | $1.74M | Buy |
+35,561
| New | +$1.74M | 0.32% | 55 |
|