Steward Partners Investment Advisory’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 | $850K | Buy |
17,763
+2,377
| +15% | +$114K | 0.01% | 1056 |
|
|
2025
Q1 | $732K | Sell |
15,386
-3,540
| -19% | -$169K | 0.01% | 1041 |
|
|
2024
Q4 | $897K | Sell |
18,926
-2,043
| -10% | -$96.8K | 0.01% | 917 |
|
|
2024
Q3 | $1.01M | Sell |
20,969
-985
| -4% | -$47.4K | 0.01% | 842 |
|
|
2024
Q2 | $1.04M | Sell |
21,954
-7,013
| -24% | -$331K | 0.01% | 803 |
|
|
2024
Q1 | $1.37M | Buy |
28,967
+357
| +1% | +$16.9K | 0.02% | 696 |
|
|
2023
Q4 | $1.37M | Buy |
28,610
+3,369
| +13% | +$161K | 0.02% | 624 |
|
|
2023
Q3 | $1.17M | Buy |
25,241
+12,516
| +98% | +$579K | 0.02% | 628 |
|
|
2023
Q2 | $599K | Sell |
12,725
-871
| -6% | -$41K | 0.01% | 875 |
|
|
2023
Q1 | $646K | Buy |
13,596
+71
| +0.5% | +$3.38K | 0.01% | 829 |
|
|
2022
Q4 | $635K | Hold |
13,525
| – | – | 0.01% | 810 |
|
|
2022
Q3 | $623K | Buy |
13,525
+12,039
| +810% | +$555K | 0.01% | 787 |
|
|
2022
Q2 | $70K | Hold |
1,486
| – | – | ﹤0.01% | 1641 |
|
|
2022
Q1 | $70K | Sell |
1,486
-620
| -29% | -$29.2K | ﹤0.01% | 1756 |
|
|
2021
Q4 | $104K | Sell |
2,106
-29
| -1% | -$1.43K | ﹤0.01% | 1589 |
|
|
2021
Q3 | $105K | Hold |
2,135
| – | – | ﹤0.01% | 1523 |
|
|
2021
Q2 | $106K | Buy |
2,135
+29
| +1% | +$1.44K | ﹤0.01% | 2175 |
|
|
2021
Q1 | $104K | Hold |
2,106
| – | – | ﹤0.01% | 1603 |
|
|
2020
Q4 | $105K | Hold |
2,106
| – | – | ﹤0.01% | 1341 |
|
|
2020
Q3 | $105K | Sell |
2,106
-1,197
| -36% | -$59.7K | ﹤0.01% | 1205 |
|
|
2020
Q2 | $165K | Sell |
3,303
-1,707
| -34% | -$85.3K | ﹤0.01% | 944 |
|
|
2020
Q1 | $244K | Sell |
5,010
-8,899
| -64% | -$433K | 0.01% | 736 |
|
|
2019
Q4 | $683K | Sell |
13,909
-61
| -0.4% | -$3K | 0.02% | 553 |
|
|
2019
Q3 | $684K | Sell |
13,970
-728
| -5% | -$35.6K | 0.02% | 506 |
|
|
2019
Q2 | $719K | Buy |
14,698
+2,902
| +25% | +$142K | 0.03% | 462 |
|
|
2019
Q1 | $571K | Sell |
11,796
-720
| -6% | -$34.9K | 0.02% | 479 |
|
|
2018
Q4 | $601K | Buy |
12,516
+943
| +8% | +$45.3K | 0.03% | 442 |
|
|
2018
Q3 | $552K | Sell |
11,573
-5,052
| -30% | -$241K | 0.03% | 480 |
|
|
2018
Q2 | $798K | Buy |
16,625
+3
| +0% | +$144 | 0.05% | 339 |
|
|
2018
Q1 | $794K | Sell |
16,622
-1,066
| -6% | -$50.9K | 0.05% | 311 |
|
|
2017
Q4 | $847K | Buy |
17,688
+494
| +3% | +$23.7K | 0.06% | 262 |
|
|
2017
Q3 | $835K | Buy |
17,194
+340
| +2% | +$16.5K | 0.09% | 210 |
|
|
2017
Q2 | $817K | Buy |
16,854
+250
| +2% | +$12.1K | 0.09% | 203 |
|
|
2017
Q1 | $804K | Buy |
16,604
+810
| +5% | +$39.2K | 0.12% | 151 |
|
|
2016
Q4 | $757K | Buy |
+15,794
| New | +$757K | 0.35% | 64 |
|