AE Wealth Management’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 | $1.45M | Buy |
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|
2025
Q1 | $1.06M | Buy |
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|
2024
Q4 | $927K | Buy |
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|
2024
Q3 | $912K | Sell |
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|
2024
Q2 | $951K | Sell |
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|
2024
Q1 | $1.4M | Sell |
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|
2023
Q4 | $2.9M | Sell |
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|
2023
Q3 | $3.13M | Sell |
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|
2023
Q2 | $3.23M | Buy |
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|
2023
Q1 | $1.59M | Sell |
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|
2022
Q4 | $2.53M | Sell |
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|
2022
Q3 | $3.1M | Buy |
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|
2022
Q2 | $717K | Sell |
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|
2022
Q1 | $781K | Buy |
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|
2021
Q4 | $752K | Sell |
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|
2021
Q3 | $779K | Buy |
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|
2021
Q2 | $715K | Buy |
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|
2021
Q1 | $656K | Buy |
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|
2020
Q4 | $494K | Buy |
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|
2020
Q3 | $450K | Buy |
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|
2020
Q2 | $282K | Buy |
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|
2020
Q1 | $273K | Sell |
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|
2019
Q4 | $283K | Buy |
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|
2019
Q3 | $270K | Sell |
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|
2019
Q2 | $278K | Buy |
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|
2019
Q1 | $274K | Sell |
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|
2018
Q4 | $272K | Buy |
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|
2018
Q3 | $270K | Buy |
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|
2018
Q2 | $261K | Sell |
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|
2018
Q1 | $293K | Hold |
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|
2017
Q4 | $293K | Sell |
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|
2017
Q3 | $473K | Hold |
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|
2017
Q2 | $472K | Buy |
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|
2017
Q1 | $440K | Buy |
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