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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $850K | Buy |
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|
2025
Q1 | $732K | Sell |
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|
2024
Q4 | $897K | Sell |
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|
2024
Q3 | $1.01M | Sell |
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|
2024
Q2 | $1.04M | Sell |
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|
2024
Q1 | $1.37M | Buy |
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|
2023
Q4 | $1.37M | Buy |
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|
2023
Q3 | $1.17M | Buy |
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|
2023
Q2 | $599K | Sell |
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|
2023
Q1 | $646K | Buy |
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|
2022
Q4 | $635K | Hold |
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|
2022
Q3 | $623K | Buy |
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|
2022
Q2 | $70K | Hold |
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|
2022
Q1 | $70K | Sell |
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|
2021
Q4 | $104K | Sell |
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|
2021
Q3 | $105K | Hold |
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|
2021
Q2 | $106K | Buy |
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|
2021
Q1 | $104K | Hold |
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|
2020
Q4 | $105K | Hold |
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|
2020
Q3 | $105K | Sell |
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|
2020
Q2 | $165K | Sell |
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|
2020
Q1 | $244K | Sell |
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|
2019
Q4 | $683K | Sell |
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|
2019
Q3 | $684K | Sell |
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|
2019
Q2 | $719K | Buy |
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|
2019
Q1 | $571K | Sell |
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|
2018
Q4 | $601K | Buy |
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|
2018
Q3 | $552K | Sell |
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|
2018
Q2 | $798K | Buy |
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|
2018
Q1 | $794K | Sell |
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|
2017
Q4 | $847K | Buy |
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|
2017
Q3 | $835K | Buy |
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|
2017
Q2 | $817K | Buy |
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|
2017
Q1 | $804K | Buy |
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|
2016
Q4 | $757K | Buy |
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