Beacon Bridge Wealth Partners’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,864
| Closed | -$234K | – | 93 |
|
|
2024
Q3 | $234K | Hold |
4,864
| – | – | 0.1% | 81 |
|
|
2024
Q2 | $230K | Hold |
4,864
| – | – | 0.11% | 84 |
|
|
2024
Q1 | $231K | Hold |
4,864
| – | – | 0.11% | 86 |
|
|
2023
Q4 | $232K | Hold |
4,864
| – | – | 0.12% | 85 |
|
|
2023
Q3 | $225K | Hold |
4,864
| – | – | 0.12% | 86 |
|
|
2023
Q2 | $229K | Hold |
4,864
| – | – | 0.12% | 86 |
|
|
2023
Q1 | $231K | Hold |
4,864
| – | – | 0.14% | 88 |
|
|
2022
Q4 | $229K | Buy |
+4,864
| New | +$229K | 0.17% | 84 |
|