StrategIQ Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.78M | Sell |
37,231
-3,725
| -9% | -$178K | 0.2% | 100 |
|
|
2023
Q3 | $1.89M | Sell |
40,956
-6,420
| -14% | -$297K | 0.22% | 94 |
|
|
2023
Q2 | $2.23M | Sell |
47,376
-15,093
| -24% | -$710K | 0.25% | 84 |
|
|
2023
Q1 | $2.97M | Buy |
62,469
+6,145
| +11% | +$292K | 0.34% | 63 |
|
|
2022
Q4 | $2.65M | Sell |
56,324
-960
| -2% | -$45.1K | 0.31% | 69 |
|
|
2022
Q3 | $2.64M | Buy |
57,284
+7,640
| +15% | +$352K | 0.34% | 67 |
|
|
2022
Q2 | $2.35M | Sell |
49,644
-2,562
| -5% | -$121K | 0.28% | 70 |
|
|
2022
Q1 | $2.47M | Sell |
52,206
-2,620
| -5% | -$124K | 0.27% | 76 |
|
|
2021
Q4 | $2.7M | Buy |
54,826
+673
| +1% | +$33.1K | 0.27% | 75 |
|
|
2021
Q3 | $2.68M | Sell |
54,153
-29
| -0.1% | -$1.43K | 0.53% | 49 |
|
|
2021
Q2 | $2.69M | Sell |
54,182
-8,764
| -14% | -$434K | 0.53% | 47 |
|
|
2021
Q1 | $3.12M | Sell |
62,946
-2,549
| -4% | -$126K | 0.66% | 41 |
|
|
2020
Q4 | $3.26M | Sell |
65,495
-5,248
| -7% | -$261K | 0.73% | 38 |
|
|
2020
Q3 | $3.53M | Buy |
70,743
+4,710
| +7% | +$235K | 0.88% | 35 |
|
|
2020
Q2 | $3.29M | Buy |
66,033
+4,976
| +8% | +$248K | 0.89% | 37 |
|
|
2020
Q1 | $2.99M | Buy |
61,057
+10,716
| +21% | +$524K | 0.93% | 34 |
|
|
2019
Q4 | $2.47M | Buy |
50,341
+13,128
| +35% | +$645K | 0.64% | 40 |
|
|
2019
Q3 | $1.82M | Buy |
37,213
+6,040
| +19% | +$296K | 0.51% | 46 |
|
|
2019
Q2 | $1.53M | Buy |
31,173
+5,726
| +23% | +$280K | 0.44% | 52 |
|
|
2019
Q1 | $1.23M | Buy |
25,447
+587
| +2% | +$28.5K | 0.38% | 60 |
|
|
2018
Q4 | $1.2M | Buy |
24,860
+3,201
| +15% | +$154K | 0.41% | 55 |
|
|
2018
Q3 | $1.03M | Buy |
21,659
+105
| +0.5% | +$5.01K | 0.33% | 68 |
|
|
2018
Q2 | $1.03M | Sell |
21,554
-2,806
| -12% | -$135K | 0.36% | 69 |
|
|
2018
Q1 | $1.17M | Sell |
24,360
-1,330
| -5% | -$63.6K | 0.46% | 57 |
|
|
2017
Q4 | $1.23M | Sell |
25,690
-1,183
| -4% | -$56.7K | 0.48% | 60 |
|
|
2017
Q3 | $1.31M | Buy |
26,873
+4,602
| +21% | +$224K | 0.53% | 46 |
|
|
2017
Q2 | $1.08M | Sell |
22,271
-5,929
| -21% | -$288K | 0.46% | 50 |
|
|
2017
Q1 | $1.37M | Buy |
28,200
+1,268
| +5% | +$61.4K | 0.62% | 43 |
|
|
2016
Q4 | $1.29M | Buy |
26,932
+476
| +2% | +$22.8K | 0.64% | 43 |
|
|
2016
Q3 | $1.29M | Buy |
26,456
+4,827
| +22% | +$236K | 0.71% | 39 |
|
|
2016
Q2 | $1.06M | Buy |
21,629
+9,192
| +74% | +$451K | 0.62% | 40 |
|
|
2016
Q1 | $607K | Sell |
12,437
-4,262
| -26% | -$208K | 0.57% | 34 |
|
|
2015
Q4 | $814K | Buy |
+16,699
| New | +$814K | 0.83% | 24 |
|