Waddell & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-8,182
| Closed | -$377K | – | 151 |
|
|
2022
Q3 | $377K | Sell |
8,182
-1,042
| -11% | -$48K | 0.07% | 81 |
|
|
2022
Q2 | $436K | Hold |
9,224
| – | – | 0.09% | 72 |
|
|
2022
Q1 | $437K | Hold |
9,224
| – | – | 0.07% | 76 |
|
|
2021
Q4 | $454K | Buy |
9,224
+1,150
| +14% | +$56.6K | 0.07% | 74 |
|
|
2021
Q3 | $399K | Buy |
+8,074
| New | +$399K | 0.07% | 73 |
|