BOPW
Brandywine Oak Private Wealth’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 | $2.22M | Sell |
46,495
-1,752
| -4% | -$83.8K | 0.21% | 60 |
|
|
2025
Q1 | $2.3M | Sell |
48,247
-611
| -1% | -$29.1K | 0.23% | 56 |
|
|
2024
Q4 | $2.32M | Sell |
48,858
-294
| -0.6% | -$13.9K | 0.23% | 57 |
|
|
2024
Q3 | $2.37M | Sell |
49,152
-608
| -1% | -$29.3K | 0.23% | 59 |
|
|
2024
Q2 | $2.35M | Buy |
49,760
+18,920
| +61% | +$893K | 0.24% | 55 |
|
|
2024
Q1 | $1.46M | Buy |
30,840
+1,520
| +5% | +$72.1K | 0.15% | 74 |
|
|
2023
Q4 | $1.4M | Buy |
29,320
+16,941
| +137% | +$810K | 0.16% | 72 |
|
|
2023
Q3 | $572K | Hold |
12,379
| – | – | 0.07% | 131 |
|
|
2023
Q2 | $582K | Hold |
12,379
| – | – | 0.07% | 139 |
|
|
2023
Q1 | $589K | Hold |
12,379
| – | – | 0.07% | 141 |
|
|
2022
Q4 | $582K | Buy |
12,379
+5,483
| +80% | +$258K | 0.07% | 139 |
|
|
2022
Q3 | $317K | Buy |
+6,896
| New | +$317K | 0.04% | 199 |
|
|
2019
Q2 | – | Sell |
-6,709
| Closed | -$325K | – | 229 |
|
|
2019
Q1 | $325K | Buy |
6,709
+4,366
| +186% | +$211K | 0.07% | 147 |
|
|
2018
Q4 | $89K | Buy |
+2,343
| New | +$89K | 0.02% | 299 |
|