AWA
Aquire Wealth Advisors’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Sell |
39,456
-26,039
| -40% | -$1.25M | 0.51% | 21 |
|
|
2025
Q1 | $3.12M | Sell |
65,495
-19,097
| -23% | -$909K | 0.96% | 15 |
|
|
2024
Q4 | $4.01M | Sell |
84,592
-4,993
| -6% | -$237K | 1.24% | 12 |
|
|
2024
Q3 | $4.31M | Sell |
89,585
-1,770
| -2% | -$85.2K | 1.35% | 11 |
|
|
2024
Q2 | $4.31M | Sell |
91,355
-974
| -1% | -$46K | 1.45% | 13 |
|
|
2024
Q1 | $4.38M | Sell |
92,329
-1,197
| -1% | -$56.8K | 1.53% | 13 |
|
|
2023
Q4 | $4.47M | Sell |
93,526
-1,957
| -2% | -$93.5K | 1.7% | 12 |
|
|
2023
Q3 | $4.41M | Sell |
95,483
-2,371
| -2% | -$110K | 1.84% | 12 |
|
|
2023
Q2 | $4.6M | Sell |
97,854
-3,034
| -3% | -$143K | 1.84% | 13 |
|
|
2023
Q1 | $4.8M | Sell |
100,888
-369
| -0.4% | -$17.5K | 2.1% | 10 |
|
|
2022
Q4 | $4.76M | Buy |
101,257
+415
| +0.4% | +$19.5K | 2.37% | 11 |
|
|
2022
Q3 | $4.65M | Sell |
100,842
-647
| -0.6% | -$29.8K | 2.7% | 11 |
|
|
2022
Q2 | $4.8M | Sell |
101,489
-5,855
| -5% | -$277K | 2.8% | 12 |
|
|
2022
Q1 | $5.08M | Buy |
107,344
+10
| +0% | +$473 | 2.71% | 12 |
|
|
2021
Q4 | $5.28M | Buy |
+107,334
| New | +$5.28M | 2.76% | 12 |
|