TFA
Transamerica Financial Advisors’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49K | Hold |
32
| – | – | ﹤0.01% | 399 |
|
|
2025
Q1 | $2K | Hold |
32
| – | – | ﹤0.01% | 411 |
|
|
2024
Q4 | $2K | Hold |
32
| – | – | ﹤0.01% | 402 |
|
|
2024
Q3 | $2K | Sell |
32
-600
| -95% | -$37.5K | ﹤0.01% | 411 |
|
|
2024
Q2 | $30K | Hold |
632
| – | – | ﹤0.01% | 290 |
|
|
2024
Q1 | $30K | Sell |
632
-117,717
| -99% | -$5.59M | ﹤0.01% | 317 |
|
|
2023
Q4 | $5.66M | Sell |
118,349
-4,477
| -4% | -$214K | 0.78% | 25 |
|
|
2023
Q3 | $5.68M | Buy |
122,826
+10,054
| +9% | +$465K | 0.77% | 24 |
|
|
2023
Q2 | $5.31M | Buy |
112,772
+5,940
| +6% | +$279K | 0.69% | 25 |
|
|
2023
Q1 | $5.08M | Buy |
106,832
+490
| +0.5% | +$23.3K | 0.67% | 28 |
|
|
2022
Q4 | $5M | Buy |
106,342
+12,774
| +14% | +$600K | 0.71% | 29 |
|
|
2022
Q3 | $4.31M | Sell |
93,568
-8,025
| -8% | -$370K | 0.64% | 27 |
|
|
2022
Q2 | $4.8M | Buy |
101,593
+100,904
| +14,645% | +$4.77M | 0.68% | 24 |
|
|
2022
Q1 | $33K | Buy |
689
+16
| +2% | +$766 | 1.18% | 26 |
|
|
2021
Q4 | $34K | Sell |
673
-2
| -0.3% | -$101 | 0.92% | 30 |
|
|
2021
Q3 | $34K | Sell |
675
-5
| -0.7% | -$252 | 0.95% | 30 |
|
|
2021
Q2 | $34K | Buy |
680
+19
| +3% | +$950 | 0.83% | 29 |
|
|
2021
Q1 | $33K | Buy |
661
+31
| +5% | +$1.55K | 0.8% | 31 |
|
|
2020
Q4 | $32K | Buy |
630
+15
| +2% | +$762 | 0.66% | 37 |
|
|
2020
Q3 | $31K | Sell |
615
-63,519
| -99% | -$3.2M | 0.56% | 39 |
|
|
2020
Q2 | $3.2M | Buy |
64,134
+63,216
| +6,886% | +$3.15M | 0.7% | 33 |
|
|
2020
Q1 | $45K | Buy |
918
+28
| +3% | +$1.37K | 0.8% | 30 |
|
|
2019
Q4 | $44K | Buy |
890
+1
| +0.1% | +$49 | 0.61% | 35 |
|
|
2019
Q3 | $44K | Sell |
889
-56,344
| -98% | -$2.79M | 0.56% | 37 |
|
|
2019
Q2 | $2.8M | Buy |
57,233
+56,402
| +6,787% | +$2.76M | 0.6% | 38 |
|
|
2019
Q1 | $41K | Sell |
831
-55,993
| -99% | -$2.76M | 0.24% | 42 |
|
|
2018
Q4 | $2.73M | Buy |
56,824
+1,757
| +3% | +$84.4K | 0.7% | 36 |
|
|
2018
Q3 | $2.63M | Buy |
55,067
+865
| +2% | +$41.3K | 0.56% | 45 |
|
|
2018
Q2 | $2.6M | Buy |
54,202
+1,116
| +2% | +$53.6K | 0.58% | 51 |
|
|
2018
Q1 | $2.54M | Sell |
53,086
-4,881
| -8% | -$233K | 0.37% | 90 |
|
|
2017
Q4 | $2.78M | Sell |
57,967
-15,783
| -21% | -$756K | 0.37% | 85 |
|
|
2017
Q3 | $3.59M | Sell |
73,750
-14,622
| -17% | -$711K | 0.44% | 72 |
|
|
2017
Q2 | $4.29M | Sell |
88,372
-1,147
| -1% | -$55.6K | 0.58% | 57 |
|
|
2017
Q1 | $4.34M | Sell |
89,519
-9,200
| -9% | -$446K | 0.52% | 63 |
|
|
2016
Q4 | $4.73M | Sell |
98,719
-22,036
| -18% | -$1.06M | 0.56% | 61 |
|
|
2016
Q3 | $5.9M | Sell |
120,755
-2,023
| -2% | -$98.8K | 0.64% | 44 |
|
|
2016
Q2 | $6.03M | Sell |
122,778
-24,840
| -17% | -$1.22M | 0.61% | 37 |
|
|
2016
Q1 | $7.21M | Sell |
147,618
-166,658
| -53% | -$8.14M | 0.61% | 28 |
|
|
2015
Q4 | $7.66M | Sell |
314,276
-31,725
| -9% | -$773K | 0.56% | 36 |
|
|
2015
Q3 | $8.43M | Buy |
346,001
+26,337
| +8% | +$642K | 0.68% | 34 |
|
|
2015
Q2 | $7.76M | Buy |
319,664
+19,570
| +7% | +$475K | 0.56% | 32 |
|
|
2015
Q1 | $7.3M | Sell |
300,094
-8,123
| -3% | -$198K | 0.51% | 22 |
|
|
2014
Q4 | $7.49M | Buy |
308,217
+18,090
| +6% | +$439K | 0.59% | 25 |
|
|
2014
Q3 | $7.08M | Buy |
290,127
+14,885
| +5% | +$363K | 0.64% | 25 |
|
|
2014
Q2 | $6.7M | Buy |
275,242
+17,648
| +7% | +$429K | 0.58% | 27 |
|
|
2014
Q1 | $6.25M | Buy |
257,594
+2,803
| +1% | +$68K | 0.62% | 23 |
|
|
2013
Q4 | $6.19M | Sell |
254,791
-14,261
| -5% | -$346K | 0.67% | 28 |
|
|
2013
Q3 | $6.52M | Sell |
269,052
-8,616
| -3% | -$209K | 0.85% | 24 |
|
|
2013
Q2 | $6.64M | Buy |
+277,668
| New | +$6.64M | 1.09% | 24 |
|