Tiedemann 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-14,828
| Closed | -$683K | – | 250 |
|
|
2022
Q3 | $683K | Hold |
14,828
| – | – | 0.04% | 135 |
|
|
2022
Q2 | $701K | Buy |
+14,828
| New | +$701K | 0.05% | 134 |
|
|
2021
Q3 | – | Sell |
-36,757
| Closed | -$1.82M | – | 349 |
|
|
2021
Q2 | $1.82M | Hold |
36,757
| – | – | 0.07% | 114 |
|
|
2021
Q1 | $1.82M | Hold |
36,757
| – | – | 0.08% | 110 |
|
|
2020
Q4 | $1.83M | Hold |
36,757
| – | – | 0.09% | 105 |
|
|
2020
Q3 | $1.83M | Hold |
36,757
| – | – | 0.09% | 134 |
|
|
2020
Q2 | $1.83M | Hold |
36,757
| – | – | 0.1% | 119 |
|
|
2020
Q1 | $1.8M | Hold |
36,757
| – | – | 0.12% | 106 |
|
|
2019
Q4 | $1.81M | Hold |
36,757
| – | – | 0.09% | 119 |
|
|
2019
Q3 | $1.8M | Buy |
+36,757
| New | +$1.8M | 0.09% | 128 |
|
|
2017
Q3 | – | Sell |
-14,700
| Closed | -$713K | – | 447 |
|
|
2017
Q2 | $713K | Buy |
+14,700
| New | +$713K | 0.05% | 266 |
|