BSWM
Boston Standard 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 | $1.94M | Buy |
40,597
+2,674
| +7% | +$128K | 0.35% | 22 |
|
|
2025
Q1 | $1.79M | Sell |
37,923
-3,535
| -9% | -$167K | 0.39% | 21 |
|
|
2024
Q4 | $1.97M | Buy |
41,458
+3,419
| +9% | +$162K | 0.38% | 22 |
|
|
2024
Q3 | $1.83M | Buy |
38,039
+116
| +0.3% | +$5.58K | 0.36% | 22 |
|
|
2024
Q2 | $1.79M | Sell |
37,923
-365
| -1% | -$17.2K | 0.39% | 21 |
|
|
2024
Q1 | $1.82M | Buy |
38,288
+5,296
| +16% | +$251K | 0.41% | 19 |
|
|
2023
Q4 | $1.53M | Hold |
32,992
| – | – | 0.4% | 23 |
|
|
2023
Q3 | $1.53M | Buy |
32,992
+8,990
| +37% | +$416K | 0.4% | 23 |
|
|
2023
Q2 | $1.13M | Buy |
24,002
+6,230
| +35% | +$293K | 0.29% | 24 |
|
|
2023
Q1 | $845K | Buy |
17,772
+156
| +0.9% | +$7.42K | 0.24% | 24 |
|
|
2022
Q4 | $828K | Sell |
17,616
-57
| -0.3% | -$2.68K | 0.25% | 24 |
|
|
2022
Q3 | $815K | Sell |
17,673
-286
| -2% | -$13.2K | 0.27% | 23 |
|
|
2022
Q2 | $850K | Sell |
17,959
-7,621
| -30% | -$361K | 0.27% | 23 |
|
|
2022
Q1 | $1.21M | Buy |
25,580
+973
| +4% | +$46.1K | 0.35% | 22 |
|
|
2021
Q4 | $1.21M | Buy |
24,607
+5,161
| +27% | +$254K | 0.34% | 22 |
|
|
2021
Q3 | $961K | Buy |
19,446
+2,189
| +13% | +$108K | 0.29% | 22 |
|
|
2021
Q2 | $855K | Buy |
17,257
+490
| +3% | +$24.3K | 0.26% | 22 |
|
|
2021
Q1 | $831K | Buy |
16,767
+137
| +0.8% | +$6.79K | 0.27% | 22 |
|
|
2020
Q4 | $828K | Sell |
16,630
-17
| -0.1% | -$846 | 0.31% | 22 |
|
|
2020
Q3 | $830K | Sell |
16,647
-14,092
| -46% | -$703K | 0.35% | 22 |
|
|
2020
Q2 | $1.53M | Buy |
30,739
+622
| +2% | +$31K | 0.69% | 17 |
|
|
2020
Q1 | $1.46M | Buy |
30,117
+2,111
| +8% | +$102K | 0.79% | 15 |
|
|
2019
Q4 | $1.38M | Buy |
+28,006
| New | +$1.38M | 0.61% | 17 |
|
|
2019
Q3 | – | Sell |
-27,508
| Closed | -$1.35M | – | 33 |
|
|
2019
Q2 | $1.35M | Sell |
27,508
-270,270
| -91% | -$13.2M | 0.66% | 17 |
|
|
2019
Q1 | $1.44M | Buy |
297,778
+270,518
| +992% | +$1.31M | 0.75% | 18 |
|
|
2018
Q4 | $1.31M | Buy |
27,260
+15,347
| +129% | +$738K | 0.78% | 17 |
|
|
2018
Q3 | $568K | Buy |
+11,913
| New | +$568K | 0.31% | 19 |
|
|
2018
Q1 | $426K | Buy |
8,917
+2,426
| +37% | +$116K | 0.27% | 24 |
|
|
2017
Q4 | $311K | Buy |
+6,491
| New | +$311K | 0.2% | 26 |
|