Bartlett & Co 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
Q3 | $328K | Hold |
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|
2025
Q2 | $325K | Sell |
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|
2025
Q1 | $346K | Hold |
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|
2024
Q4 | $345K | Hold |
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|
2024
Q3 | $350K | Sell |
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|
2024
Q2 | $363K | Hold |
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|
2024
Q1 | $365K | Hold |
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|
2023
Q4 | $368K | Hold |
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|
2023
Q3 | $355K | Sell |
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|
2023
Q2 | $363K | Hold |
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|
2023
Q1 | $367K | Hold |
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|
2022
Q4 | $362K | Buy |
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|
2022
Q3 | $42.2K | Hold |
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|
2022
Q2 | $43.2K | Hold |
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|
2022
Q1 | $43.3K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $45.2K | Sell |
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|
2021
Q2 | $49.6K | Hold |
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|
2021
Q1 | $49.6K | Hold |
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|
2020
Q4 | $49.8K | Sell |
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|
2020
Q3 | $69.8K | Sell |
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|
2020
Q2 | $72.8K | Sell |
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|
2020
Q1 | $119K | Buy |
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|
2019
Q4 | $71.7K | Hold |
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|
2019
Q3 | $71.5K | Sell |
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|
2019
Q2 | $159K | Hold |
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|
2019
Q1 | $157K | Hold |
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|
2018
Q4 | $156K | Hold |
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|
2018
Q3 | $155K | Hold |
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|
2018
Q2 | $156K | Hold |
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|
2018
Q1 | $155K | Buy |
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