BCS Wealth Management’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
Q2 | $701K | Sell |
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|
2025
Q1 | $714K | Sell |
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|
2024
Q4 | $739K | Buy |
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|
2024
Q3 | $706K | Sell |
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|
2024
Q2 | $692K | Hold |
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|
2024
Q1 | $696K | Buy |
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|
2023
Q4 | $622K | Buy |
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|
2023
Q3 | $534K | Sell |
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|
2023
Q2 | $550K | Sell |
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|
2023
Q1 | $628K | Buy |
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|
2022
Q4 | $601K | Buy |
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|
2022
Q3 | $393K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $299K | Sell |
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|
2021
Q3 | $342K | Hold |
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|
2021
Q2 | $343K | Sell |
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|
2021
Q1 | $378K | Sell |
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|
2020
Q4 | $440K | Hold |
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|
2020
Q3 | $440K | Hold |
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|
2020
Q2 | $440K | Hold |
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|
2020
Q1 | $432K | Buy |
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|
2019
Q4 | $426K | Buy |
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