Wealthspire Advisors (Maryland)’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
2020
Q3
$608K Sell
2020
Q2
$613K Sell
2020
Q1
$613K Sell
2019
Q4
$780K Buy
2019
Q3
$681K Buy
2019
Q2
$673K Buy
2019
Q1
$588K Buy
2018
Q4
$529K Buy
2018
Q3
$513K Buy
2018
Q2
$506K Buy
2018
Q1
$435K Hold
2017
Q4
$436K Hold
2017
Q3
$442K Hold
2017
Q2
$441K Hold
2017
Q1
$441K Hold
2016
Q4
$436K Sell
2016
Q3
$448K Hold
2016
Q2
$450K Sell
2016
Q1
$462K Sell
2015
Q4
$461K Buy