Atria Wealth Solutions’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,064
| Closed | -$289K | – | 1844 |
|
|
2025
Q1 | $289K | Sell |
6,064
-6,851
| -53% | -$326K | ﹤0.01% | 1477 |
|
|
2024
Q4 | $612K | Buy |
12,915
+6,649
| +106% | +$315K | 0.01% | 1152 |
|
|
2024
Q3 | $302K | Buy |
6,266
+17
| +0.3% | +$818 | ﹤0.01% | 1503 |
|
|
2024
Q2 | $295K | Sell |
6,249
-70
| -1% | -$3.3K | ﹤0.01% | 1499 |
|
|
2024
Q1 | $300K | Sell |
6,319
-138
| -2% | -$6.55K | ﹤0.01% | 1549 |
|
|
2023
Q4 | $309K | Buy |
+6,457
| New | +$309K | ﹤0.01% | 1472 |
|
|
2022
Q4 | – | Sell |
-17,011
| Closed | -$784K | – | 1864 |
|
|
2022
Q3 | $784K | Sell |
17,011
-8,418
| -33% | -$388K | 0.01% | 811 |
|
|
2022
Q2 | $1.2M | Sell |
25,429
-1,380
| -5% | -$65.2K | 0.02% | 608 |
|
|
2022
Q1 | $1.27M | Buy |
+26,809
| New | +$1.27M | 0.02% | 629 |
|