Axxcess Wealth Management’s State Street 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
Q4 | $391K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $205K | Sell |
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2024
Q1 | $209K | Sell |
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|
2023
Q4 | $436K | Sell |
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|
2023
Q3 | $482K | Buy |
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|
2023
Q2 | $478K | Sell |
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|
2023
Q1 | $647K | Sell |
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|
2022
Q4 | $658K | Sell |
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|
2022
Q3 | $1.22M | Sell |
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|
2022
Q2 | $1.6M | Sell |
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|
2022
Q1 | $1.72M | Buy |
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|
2021
Q4 | $1.69M | Buy |
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