YHB Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,035
| Closed | -$239K | – | 288 |
|
|
2023
Q1 | $239K | Sell |
5,035
-500
| -9% | -$23.8K | 0.02% | 257 |
|
|
2022
Q4 | $260K | Sell |
5,535
-810
| -13% | -$38.1K | 0.03% | 241 |
|
|
2022
Q3 | $292K | Buy |
6,345
+210
| +3% | +$9.66K | 0.03% | 223 |
|
|
2022
Q2 | $290K | Sell |
6,135
-200
| -3% | -$9.45K | 0.03% | 227 |
|
|
2022
Q1 | $300K | Hold |
6,335
| – | – | 0.03% | 242 |
|
|
2021
Q4 | $312K | Sell |
6,335
-5,200
| -45% | -$256K | 0.02% | 261 |
|
|
2021
Q3 | $570K | Sell |
11,535
-16,150
| -58% | -$798K | 0.05% | 192 |
|
|
2021
Q2 | $1.37M | Sell |
27,685
-6,800
| -20% | -$337K | 0.12% | 154 |
|
|
2021
Q1 | $1.72M | Sell |
34,485
-13,110
| -28% | -$652K | 0.15% | 135 |
|
|
2020
Q4 | $2.37M | Buy |
47,595
+5,000
| +12% | +$249K | 0.23% | 106 |
|
|
2020
Q3 | $2.12M | Buy |
+42,595
| New | +$2.12M | 0.23% | 100 |
|