Veritable’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5,400
| Closed | -$268K | – | 886 |
|
|
2021
Q1 | $268K | Buy |
+5,400
| New | +$268K | ﹤0.01% | 691 |
|
|
2020
Q4 | – | Sell |
-7,950
| Closed | -$396K | – | 804 |
|
|
2020
Q3 | $396K | Buy |
7,950
+1,900
| +31% | +$94.6K | 0.01% | 510 |
|
|
2020
Q2 | $302K | Buy |
+6,050
| New | +$302K | 0.01% | 598 |
|
|
2018
Q2 | – | Sell |
-6,600
| Closed | -$316K | – | 816 |
|
|
2018
Q1 | $316K | Sell |
6,600
-850
| -11% | -$40.7K | 0.01% | 609 |
|
|
2017
Q4 | $357K | Sell |
7,450
-2,300
| -24% | -$110K | 0.01% | 582 |
|
|
2017
Q3 | $474K | Hold |
9,750
| – | – | 0.01% | 502 |
|
|
2017
Q2 | $473K | Hold |
9,750
| – | – | 0.01% | 520 |
|
|
2017
Q1 | $472K | Hold |
9,750
| – | – | 0.01% | 503 |
|
|
2016
Q4 | $467K | Hold |
9,750
| – | – | 0.01% | 489 |
|
|
2016
Q3 | $476K | Buy |
9,750
+1,100
| +13% | +$53.7K | 0.01% | 481 |
|
|
2016
Q2 | $425K | Buy |
8,650
+2,100
| +32% | +$103K | 0.01% | 484 |
|
|
2016
Q1 | $320K | Buy |
+6,550
| New | +$320K | 0.01% | 552 |
|
|
2015
Q2 | – | Sell |
-13,175
| Closed | -$641K | – | 850 |
|
|
2015
Q1 | $641K | Buy |
13,175
+4,550
| +53% | +$221K | 0.01% | 519 |
|
|
2014
Q4 | $419K | Hold |
8,625
| – | – | 0.01% | 644 |
|
|
2014
Q3 | $421K | Buy |
8,625
+850
| +11% | +$41.5K | 0.01% | 645 |
|
|
2014
Q2 | $378K | Hold |
7,775
| – | – | 0.01% | 683 |
|
|
2014
Q1 | $377K | Buy |
7,775
+750
| +11% | +$36.4K | 0.01% | 654 |
|
|
2013
Q4 | $341K | Hold |
7,025
| – | – | 0.01% | 677 |
|
|
2013
Q3 | $340K | Hold |
7,025
| – | – | 0.01% | 676 |
|
|
2013
Q2 | $336K | Buy |
+7,025
| New | +$336K | 0.01% | 682 |
|