United Capital Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $98.7M | Sell |
2,064,442
-366,824
| -15% | -$17.5M | 0.8% | 28 |
|
|
2025
Q1 | $116M | Sell |
2,431,266
-23,799
| -1% | -$1.13M | 0.99% | 18 |
|
|
2024
Q4 | $116M | Sell |
2,455,065
-70,402
| -3% | -$3.34M | 0.98% | 20 |
|
|
2024
Q3 | $122M | Buy |
2,525,467
+4,299
| +0.2% | +$207K | 1% | 18 |
|
|
2024
Q2 | $119M | Sell |
2,521,168
-22,278
| -0.9% | -$1.05M | 1.02% | 17 |
|
|
2024
Q1 | $121M | Sell |
2,543,446
-41,915
| -2% | -$1.99M | 0.99% | 16 |
|
|
2023
Q4 | $124M | Sell |
2,585,361
-1,611,974
| -38% | -$77M | 1.03% | 15 |
|
|
2023
Q3 | $194M | Sell |
4,197,335
-423,687
| -9% | -$19.6M | 1.27% | 13 |
|
|
2023
Q2 | $217M | Buy |
4,621,022
+160,269
| +4% | +$7.54M | 1.19% | 17 |
|
|
2023
Q1 | $212M | Buy |
4,460,753
+568,496
| +15% | +$27M | 1.18% | 16 |
|
|
2022
Q4 | $183M | Sell |
3,892,257
-34,786
| -0.9% | -$1.63M | 1.03% | 18 |
|
|
2022
Q3 | $181M | Buy |
3,927,043
+645,423
| +20% | +$29.7M | 1.07% | 18 |
|
|
2022
Q2 | $155M | Buy |
3,281,620
+169,318
| +5% | +$8M | 0.85% | 18 |
|
|
2022
Q1 | $147M | Buy |
3,112,302
+415,768
| +15% | +$19.7M | 0.72% | 23 |
|
|
2021
Q4 | $133M | Buy |
2,696,534
+392,637
| +17% | +$19.3M | 0.61% | 30 |
|
|
2021
Q3 | $114M | Buy |
2,303,897
+378,114
| +20% | +$18.7M | 0.57% | 32 |
|
|
2021
Q2 | $95.4M | Buy |
1,925,783
+386,348
| +25% | +$19.1M | 0.48% | 37 |
|
|
2021
Q1 | $76.3M | Buy |
1,539,435
+317,519
| +26% | +$15.7M | 0.42% | 49 |
|
|
2020
Q4 | $60.8M | Buy |
1,221,916
+307,475
| +34% | +$15.3M | 0.37% | 60 |
|
|
2020
Q3 | $45.6M | Buy |
914,441
+783,569
| +599% | +$39.1M | 0.3% | 75 |
|
|
2020
Q2 | $6.53M | Buy |
130,872
+5,263
| +4% | +$262K | 0.05% | 312 |
|
|
2020
Q1 | $6.14M | Buy |
125,609
+100,945
| +409% | +$4.94M | 0.05% | 308 |
|
|
2019
Q4 | $1.21M | Sell |
24,664
-2,957
| -11% | -$145K | 0.01% | 711 |
|
|
2019
Q3 | $1.35M | Sell |
27,621
-2,125
| -7% | -$104K | 0.01% | 659 |
|
|
2019
Q2 | $1.46M | Buy |
29,746
+1,603
| +6% | +$78.4K | 0.01% | 694 |
|
|
2019
Q1 | $1.36M | Sell |
28,143
-7,162
| -20% | -$347K | 0.01% | 685 |
|
|
2018
Q4 | $1.7M | Buy |
35,305
+7,762
| +28% | +$373K | 0.01% | 594 |
|
|
2018
Q3 | $1.31M | Buy |
27,543
+464
| +2% | +$22.1K | 0.01% | 704 |
|
|
2018
Q2 | $1.3M | Buy |
27,079
+1,062
| +4% | +$51K | 0.01% | 701 |
|
|
2018
Q1 | $1.24M | Sell |
26,017
-3,146
| -11% | -$150K | 0.01% | 718 |
|
|
2017
Q4 | $1.4M | Buy |
29,163
+6,006
| +26% | +$288K | 0.01% | 704 |
|
|
2017
Q3 | $1.13M | Buy |
23,157
+1,614
| +7% | +$78.4K | 0.01% | 749 |
|
|
2017
Q2 | $1.05M | Buy |
21,543
+610
| +3% | +$29.6K | 0.01% | 752 |
|
|
2017
Q1 | $1.01M | Sell |
20,933
-5,179
| -20% | -$251K | 0.01% | 739 |
|
|
2016
Q4 | $1.25M | Sell |
26,112
-16,115
| -38% | -$773K | 0.01% | 684 |
|
|
2016
Q3 | $2.06M | Buy |
42,227
+6,833
| +19% | +$334K | 0.02% | 579 |
|
|
2016
Q2 | $1.73M | Buy |
35,394
+521
| +1% | +$25.5K | 0.02% | 588 |
|
|
2016
Q1 | $1.7M | Sell |
34,873
-13,003
| -27% | -$635K | 0.02% | 572 |
|
|
2015
Q4 | $2.33M | Sell |
47,876
-3,624
| -7% | -$177K | 0.03% | 519 |
|
|
2015
Q3 | $2.51M | Buy |
51,500
+11,914
| +30% | +$580K | 0.03% | 484 |
|
|
2015
Q2 | $1.92M | Sell |
39,586
-1,606
| -4% | -$78K | 0.02% | 577 |
|
|
2015
Q1 | $2M | Sell |
41,192
-9,128
| -18% | -$442K | 0.02% | 554 |
|
|
2014
Q4 | $2.45M | Sell |
50,320
-3,822
| -7% | -$186K | 0.04% | 418 |
|
|
2014
Q3 | $2.64M | Sell |
54,142
-1,847
| -3% | -$90.2K | 0.05% | 371 |
|
|
2014
Q2 | $2.72M | Sell |
55,989
-2,824
| -5% | -$137K | 0.05% | 344 |
|
|
2014
Q1 | $2.85M | Buy |
58,813
+51,694
| +726% | +$2.51M | 0.06% | 300 |
|
|
2013
Q4 | $346K | Sell |
7,119
-55,908
| -89% | -$2.72M | 0.01% | 504 |
|
|
2013
Q3 | $3.05M | Sell |
63,027
-3,884
| -6% | -$188K | 0.1% | 196 |
|
|
2013
Q2 | $3.2M | Buy |
+66,911
| New | +$3.2M | 0.09% | 249 |
|