Brandywine Oak Private Wealth’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
Q2 | $2.22M | Sell |
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|
2025
Q1 | $2.3M | Sell |
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|
2024
Q4 | $2.32M | Sell |
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|
2024
Q3 | $2.37M | Sell |
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|
2024
Q2 | $2.35M | Buy |
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|
2024
Q1 | $1.46M | Buy |
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|
2023
Q4 | $1.4M | Buy |
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|
2023
Q3 | $572K | Hold |
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|
2023
Q2 | $582K | Hold |
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|
2023
Q1 | $589K | Hold |
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|
2022
Q4 | $582K | Buy |
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|
2022
Q3 | $317K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $325K | Buy |
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|
2018
Q4 | $89K | Buy |
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