Wealthcare Advisory Partners’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 | $31.5M | Buy |
657,896
+68,293
| +12% | +$3.27M | 0.72% | 26 |
|
|
2025
Q1 | $28.1M | Buy |
589,603
+27,391
| +5% | +$1.3M | 0.75% | 27 |
|
|
2024
Q4 | $26.6M | Buy |
562,212
+65,244
| +13% | +$3.09M | 0.74% | 27 |
|
|
2024
Q3 | $23.9M | Buy |
496,968
+22,886
| +5% | +$1.1M | 0.68% | 30 |
|
|
2024
Q2 | $22.4M | Buy |
474,082
+21,519
| +5% | +$1.02M | 0.7% | 31 |
|
|
2024
Q1 | $21.5M | Buy |
452,563
+53,380
| +13% | +$2.53M | 0.7% | 31 |
|
|
2023
Q4 | $19.1M | Buy |
399,183
+23,323
| +6% | +$1.11M | 0.76% | 34 |
|
|
2023
Q3 | $17.4M | Sell |
375,860
-9,603
| -2% | -$444K | 0.8% | 29 |
|
|
2023
Q2 | $18.1M | Buy |
385,463
+114,283
| +42% | +$5.38M | 0.81% | 28 |
|
|
2023
Q1 | $12.9M | Buy |
271,180
+49,111
| +22% | +$2.34M | 0.55% | 41 |
|
|
2022
Q4 | $10.4M | Buy |
222,069
+12,231
| +6% | +$575K | 0.5% | 45 |
|
|
2022
Q3 | $9.67M | Sell |
209,838
-91,253
| -30% | -$4.21M | 0.55% | 40 |
|
|
2022
Q2 | $14.2M | Sell |
301,091
-16,007
| -5% | -$757K | 0.86% | 29 |
|
|
2022
Q1 | $15M | Buy |
317,098
+66,919
| +27% | +$3.17M | 0.91% | 28 |
|
|
2021
Q4 | $12.3M | Sell |
250,179
-141,326
| -36% | -$6.95M | 0.74% | 32 |
|
|
2021
Q3 | $19.3M | Buy |
391,505
+20,898
| +6% | +$1.03M | 1.26% | 18 |
|
|
2021
Q2 | $18.4M | Buy |
370,607
+351,434
| +1,833% | +$17.4M | 1.23% | 19 |
|
|
2021
Q1 | $950K | Sell |
19,173
-2,991
| -13% | -$148K | 0.07% | 190 |
|
|
2020
Q4 | $1.1M | Sell |
22,164
-2,117
| -9% | -$105K | 0.1% | 133 |
|
|
2020
Q3 | $1.21M | Sell |
24,281
-2,476
| -9% | -$123K | 0.13% | 96 |
|
|
2020
Q2 | $1.33M | Sell |
26,757
-2,969
| -10% | -$148K | 0.17% | 80 |
|
|
2020
Q1 | $1.45M | Buy |
29,726
+10,032
| +51% | +$491K | 0.21% | 62 |
|
|
2019
Q4 | $967K | Sell |
19,694
-772
| -4% | -$37.9K | 0.12% | 109 |
|
|
2019
Q3 | $1M | Buy |
20,466
+1,858
| +10% | +$91.1K | 0.15% | 83 |
|
|
2019
Q2 | $910K | Sell |
18,608
-320
| -2% | -$15.6K | 0.14% | 90 |
|
|
2019
Q1 | $918K | Sell |
18,928
-208
| -1% | -$10.1K | 0.16% | 79 |
|
|
2018
Q4 | $920K | Sell |
19,136
-4,074
| -18% | -$196K | 0.18% | 75 |
|
|
2018
Q3 | $1.11M | Sell |
23,210
-106,612
| -82% | -$5.08M | 0.2% | 69 |
|
|
2018
Q2 | $6.23M | Buy |
129,822
+16,292
| +14% | +$782K | 1.22% | 16 |
|
|
2018
Q1 | $5.43M | Buy |
113,530
+2,108
| +2% | +$101K | 1.23% | 16 |
|
|
2017
Q4 | $5.34M | Sell |
111,422
-10,600
| -9% | -$508K | 1.37% | 13 |
|
|
2017
Q3 | $5.93M | Buy |
122,022
+14,991
| +14% | +$729K | 1.76% | 11 |
|
|
2017
Q2 | $5.19M | Buy |
107,031
+4,723
| +5% | +$229K | 2.52% | 11 |
|
|
2017
Q1 | $4.96M | Sell |
102,308
-19,063
| -16% | -$923K | 2.71% | 11 |
|
|
2016
Q4 | $5.82M | Sell |
121,371
-1,368
| -1% | -$65.6K | 3.44% | 10 |
|
|
2016
Q3 | $6M | Buy |
122,739
+7,636
| +7% | +$373K | 3.89% | 9 |
|
|
2016
Q2 | $5.65M | Buy |
+115,103
| New | +$5.65M | 3.98% | 9 |
|