Advisor OS’s 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Buy |
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|
2025
Q1 | $230K | Sell |
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|
2024
Q4 | $251K | Buy |
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|
2024
Q3 | $211K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $273K | Buy |
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|
2023
Q2 | $275K | Sell |
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|
2023
Q1 | $2.15M | Buy |
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|
2022
Q4 | $1.98M | Buy |
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|
2022
Q3 | $1.54M | Buy |
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|
2022
Q2 | $891K | Sell |
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|
2022
Q1 | $2.35M | Buy |
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|
2021
Q4 | $2.37M | Sell |
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|
2021
Q3 | $2.41M | Buy |
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|
2021
Q2 | $217K | Buy |
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|
2021
Q1 | $203K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.32M | Buy |
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