BWM
BCS Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $701K | Sell |
14,664
-344
| -2% | -$16.4K | 0.15% | 129 |
|
|
2025
Q1 | $714K | Sell |
15,008
-595
| -4% | -$28.3K | 0.18% | 107 |
|
|
2024
Q4 | $739K | Buy |
15,603
+942
| +6% | +$44.6K | 0.18% | 111 |
|
|
2024
Q3 | $706K | Sell |
14,661
-10
| -0.1% | -$482 | 0.3% | 68 |
|
|
2024
Q2 | $692K | Hold |
14,671
| – | – | 0.34% | 65 |
|
|
2024
Q1 | $696K | Buy |
14,671
+1,646
| +13% | +$78.1K | 0.22% | 98 |
|
|
2023
Q4 | $622K | Buy |
13,025
+1,476
| +13% | +$70.5K | 0.23% | 97 |
|
|
2023
Q3 | $534K | Sell |
11,549
-146
| -1% | -$6.75K | 0.22% | 100 |
|
|
2023
Q2 | $550K | Sell |
11,695
-1,514
| -11% | -$71.2K | 0.4% | 55 |
|
|
2023
Q1 | $628K | Buy |
13,209
+414
| +3% | +$19.7K | 0.28% | 72 |
|
|
2022
Q4 | $601K | Buy |
12,795
+4,271
| +50% | +$201K | 0.25% | 93 |
|
|
2022
Q3 | $393K | Buy |
+8,524
| New | +$393K | 0.18% | 115 |
|
|
2022
Q1 | – | Sell |
-6,088
| Closed | -$299K | – | 206 |
|
|
2021
Q4 | $299K | Sell |
6,088
-835
| -12% | -$41K | 0.11% | 159 |
|
|
2021
Q3 | $342K | Hold |
6,923
| – | – | 0.15% | 127 |
|
|
2021
Q2 | $343K | Sell |
6,923
-703
| -9% | -$34.8K | 0.18% | 104 |
|
|
2021
Q1 | $378K | Sell |
7,626
-1,206
| -14% | -$59.8K | 0.18% | 102 |
|
|
2020
Q4 | $440K | Hold |
8,832
| – | – | 0.23% | 80 |
|
|
2020
Q3 | $440K | Hold |
8,832
| – | – | 0.25% | 74 |
|
|
2020
Q2 | $440K | Hold |
8,832
| – | – | 0.26% | 73 |
|
|
2020
Q1 | $432K | Buy |
8,832
+162
| +2% | +$7.92K | 0.3% | 65 |
|
|
2019
Q4 | $426K | Buy |
+8,670
| New | +$426K | 0.28% | 61 |
|