BAM
Baldrige Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $400K | Sell |
8,408
-2,553
| -23% | -$121K | 0.16% | 77 |
|
|
2022
Q4 | $515K | Sell |
10,961
-412
| -4% | -$19.4K | 0.23% | 65 |
|
|
2022
Q3 | $524K | Sell |
11,373
-1,614
| -12% | -$74.4K | 0.25% | 65 |
|
|
2022
Q2 | $614K | Buy |
12,987
+1,432
| +12% | +$67.7K | 0.28% | 65 |
|
|
2022
Q1 | $547K | Buy |
11,555
+6,299
| +120% | +$298K | 0.22% | 69 |
|
|
2021
Q4 | $258K | Buy |
5,256
+4,431
| +537% | +$218K | 0.1% | 94 |
|
|
2021
Q3 | $41K | Hold |
825
| – | – | 0.02% | 180 |
|
|
2021
Q2 | $41K | Buy |
+825
| New | +$41K | 0.02% | 177 |
|