Boston Standard 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
Q3 | $2.01M | Buy |
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2025
Q2 | $1.94M | Buy |
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2025
Q1 | $1.79M | Sell |
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2024
Q4 | $1.97M | Buy |
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2024
Q3 | $1.83M | Buy |
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2024
Q2 | $1.79M | Sell |
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2024
Q1 | $1.82M | Buy |
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2023
Q4 | $1.52M | Hold |
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2023
Q3 | $1.52M | Buy |
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2023
Q2 | $1.13M | Buy |
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2023
Q1 | $845K | Buy |
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2022
Q4 | $828K | Sell |
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2022
Q3 | $815K | Sell |
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2022
Q2 | $850K | Sell |
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2022
Q1 | $1.21M | Buy |
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2021
Q4 | $1.21M | Buy |
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2021
Q3 | $961K | Buy |
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2021
Q2 | $855K | Buy |
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2021
Q1 | $831K | Buy |
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2020
Q4 | $828K | Sell |
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2020
Q3 | $830K | Sell |
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2020
Q2 | $1.53M | Buy |
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2020
Q1 | $1.46M | Buy |
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2019
Q4 | $1.38M | Buy |
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2019
Q3 | – | Sell |
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2019
Q2 | $1.34M | Sell |
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2019
Q1 | $1.44M | Buy |
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2018
Q4 | $1.31M | Buy |
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2018
Q3 | $568K | Buy |
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2018
Q1 | $426K | Buy |
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2017
Q4 | $311K | Buy |
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