Altus 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
Q3 | $500K | Hold |
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|
2025
Q2 | $496K | Sell |
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|
2025
Q1 | $549K | Sell |
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|
2024
Q4 | $977K | Buy |
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|
2024
Q3 | $568K | Sell |
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|
2024
Q2 | $561K | Sell |
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|
2024
Q1 | $569K | Hold |
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|
2023
Q4 | $573K | Hold |
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|
2023
Q3 | $554K | Hold |
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|
2023
Q2 | $564K | Hold |
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|
2023
Q1 | $570K | Hold |
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|
2022
Q4 | $563K | Hold |
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|
2022
Q3 | $553K | Sell |
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|
2022
Q2 | $669K | Sell |
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|
2022
Q1 | $2.58M | Buy |
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|
2021
Q4 | $2.56M | Hold |
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|
2021
Q3 | $2.57M | Buy |
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|
2021
Q2 | $2.35M | Buy |
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|
2021
Q1 | $1.82M | Buy |
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|
2020
Q4 | $1.51M | Buy |
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|
2020
Q3 | $1.28M | Buy |
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