Betterment LLC’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 | $16.8M | Sell |
351,901
-150,881
| -30% | -$7.22M | 0.04% | 100 |
|
|
2025
Q1 | $23.9M | Sell |
502,782
-75,037
| -13% | -$3.57M | 0.06% | 79 |
|
|
2024
Q4 | $27.4M | Sell |
577,819
-325,520
| -36% | -$15.4M | 0.07% | 69 |
|
|
2024
Q3 | $43.5M | Sell |
903,339
-446,556
| -33% | -$21.5M | 0.1% | 56 |
|
|
2024
Q2 | $63.7M | Buy |
+1,349,895
| New | +$63.7M | 0.17% | 47 |
|