Avantax Planning Partners’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 | $849K | Hold |
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|
2025
Q2 | $842K | Sell |
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|
2025
Q1 | $1.04M | Hold |
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|
2024
Q4 | $1.04M | Hold |
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|
2024
Q3 | $1.06M | Sell |
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|
2024
Q2 | $1.04M | Sell |
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|
2024
Q1 | $1.19M | Hold |
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|
2023
Q4 | $1.2M | Sell |
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|
2023
Q3 | $1.24M | Sell |
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|
2023
Q2 | $1.3M | Sell |
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|
2023
Q1 | $1.75M | Buy |
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|
2022
Q4 | $1.6M | Buy |
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|
2022
Q3 | $507K | Sell |
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|
2022
Q2 | $4.71M | Buy |
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|
2022
Q1 | $3.16M | Buy |
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|
2021
Q4 | $219K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $525K | Buy |
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