BAWC
Boyce & Associates Wealth Consulting’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 | $252K | Sell |
5,275
-4
| -0.1% | -$191 | 0.23% | 62 |
|
|
2025
Q1 | $251K | Sell |
5,279
-27
| -0.5% | -$1.29K | 0.25% | 60 |
|
|
2024
Q4 | $251K | Sell |
5,306
-70
| -1% | -$3.32K | 0.25% | 60 |
|
|
2024
Q3 | $259K | Sell |
5,376
-620
| -10% | -$29.8K | 0.27% | 59 |
|
|
2024
Q2 | $283K | Buy |
5,996
+361
| +6% | +$17K | 0.33% | 51 |
|
|
2024
Q1 | $267K | Buy |
5,635
+1,145
| +26% | +$54.3K | 0.35% | 49 |
|
|
2023
Q4 | $215K | Sell |
4,490
-104
| -2% | -$4.97K | 0.31% | 49 |
|
|
2023
Q3 | $212K | Hold |
4,594
| – | – | 0.35% | 44 |
|
|
2023
Q2 | $216K | Buy |
4,594
+200
| +5% | +$9.41K | 0.36% | 43 |
|
|
2023
Q1 | $209K | Hold |
4,394
| – | – | 0.37% | 46 |
|
|
2022
Q4 | $206K | Sell |
4,394
-57
| -1% | -$2.68K | 0.39% | 43 |
|
|
2022
Q3 | $205K | Buy |
4,451
+1
| +0% | +$46 | 0.42% | 40 |
|
|
2022
Q2 | $210K | Hold |
4,450
| – | – | 0.38% | 43 |
|
|
2022
Q1 | $211K | Buy |
+4,450
| New | +$211K | 0.32% | 49 |
|