UMB Bank’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
Q1 | – | Sell |
-61
| Closed | -$3K | – | 1780 |
|
2022
Q4 | $3K | Hold |
61
| – | – | ﹤0.01% | 1514 |
|
2022
Q3 | $3K | Sell |
61
-7,833
| -99% | -$385K | ﹤0.01% | 1559 |
|
2022
Q2 | $373K | Hold |
7,894
| – | – | 0.01% | 517 |
|
2022
Q1 | $374K | Hold |
7,894
| – | – | ﹤0.01% | 523 |
|
2021
Q4 | $388K | Buy |
+7,894
| New | +$388K | ﹤0.01% | 528 |
|
2016
Q4 | – | Sell |
-14,015
| Closed | -$685K | – | 348 |
|
2016
Q3 | $685K | Buy |
14,015
+7,550
| +117% | +$369K | 0.03% | 215 |
|
2016
Q2 | $317K | Sell |
6,465
-3,405
| -34% | -$167K | 0.01% | 280 |
|
2016
Q1 | $482K | Sell |
9,870
-1,543
| -14% | -$75.4K | 0.02% | 239 |
|
2015
Q4 | $556K | Buy |
+11,413
| New | +$556K | 0.02% | 234 |
|