United Capital Financial Advisors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $96.2M | Sell |
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|
2025
Q2 | $98.7M | Sell |
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|
2025
Q1 | $116M | Sell |
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|
2024
Q4 | $116M | Sell |
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|
2024
Q3 | $122M | Buy |
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|
2024
Q2 | $119M | Sell |
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|
2024
Q1 | $121M | Sell |
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|
2023
Q4 | $124M | Sell |
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|
2023
Q3 | $194M | Sell |
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|
2023
Q2 | $217M | Buy |
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|
2023
Q1 | $212M | Buy |
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|
2022
Q4 | $183M | Sell |
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|
2022
Q3 | $181M | Buy |
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|
2022
Q2 | $155M | Buy |
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|
2022
Q1 | $147M | Buy |
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|
2021
Q4 | $133M | Buy |
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|
2021
Q3 | $114M | Buy |
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|
2021
Q2 | $95.4M | Buy |
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|
2021
Q1 | $76.3M | Buy |
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|
2020
Q4 | $60.8M | Buy |
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|
2020
Q3 | $45.6M | Buy |
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|
2020
Q2 | $6.53M | Buy |
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|
2020
Q1 | $6.14M | Buy |
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|
2019
Q4 | $1.21M | Sell |
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|
2019
Q3 | $1.35M | Sell |
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|
2019
Q2 | $1.46M | Buy |
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|
2019
Q1 | $1.36M | Sell |
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|
2018
Q4 | $1.7M | Buy |
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|
2018
Q3 | $1.31M | Buy |
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|
2018
Q2 | $1.3M | Buy |
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|
2018
Q1 | $1.24M | Sell |
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|
2017
Q4 | $1.4M | Buy |
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|
2017
Q3 | $1.13M | Buy |
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|
2017
Q2 | $1.04M | Buy |
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|
2017
Q1 | $1.01M | Sell |
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|
2016
Q4 | $1.25M | Sell |
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|
2016
Q3 | $2.06M | Buy |
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|
2016
Q2 | $1.73M | Buy |
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|
2016
Q1 | $1.7M | Sell |
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|
2015
Q4 | $2.33M | Sell |
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|
2015
Q3 | $2.51M | Buy |
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|
2015
Q2 | $1.92M | Sell |
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|
2015
Q1 | $2M | Sell |
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|
2014
Q4 | $2.44M | Sell |
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|
2014
Q3 | $2.64M | Sell |
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|
2014
Q2 | $2.72M | Sell |
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|
2014
Q1 | $2.85M | Buy |
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|
2013
Q4 | $346K | Sell |
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|
2013
Q3 | $3.05M | Sell |
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|
2013
Q2 | $3.2M | Buy |
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