Aquire Wealth Advisors’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 | $1.85M | Sell |
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2025
Q2 | $1.89M | Sell |
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2025
Q1 | $3.12M | Sell |
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2024
Q4 | $4.01M | Sell |
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2024
Q3 | $4.31M | Sell |
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2024
Q2 | $4.31M | Sell |
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2024
Q1 | $4.38M | Sell |
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2023
Q4 | $4.47M | Sell |
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2023
Q3 | $4.41M | Sell |
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2023
Q2 | $4.6M | Sell |
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2023
Q1 | $4.8M | Sell |
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2022
Q4 | $4.76M | Buy |
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2022
Q3 | $4.65M | Sell |
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2022
Q2 | $4.8M | Sell |
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2022
Q1 | $5.08M | Buy |
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2021
Q4 | $5.28M | Buy |
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