Brown Wealth Management’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $733K | Sell |
15,317
-4,919
| -24% | -$235K | 0.23% | 56 |
|
|
2025
Q1 | $963K | Buy |
20,236
+3,851
| +24% | +$183K | 0.33% | 51 |
|
|
2024
Q4 | $776K | Buy |
16,385
+1,329
| +9% | +$63K | 0.28% | 45 |
|
|
2024
Q3 | $725K | Sell |
15,056
-4,676
| -24% | -$225K | 0.26% | 46 |
|
|
2024
Q2 | $931K | Buy |
19,732
+2,192
| +12% | +$103K | 0.38% | 44 |
|
|
2024
Q1 | $832K | Sell |
17,540
-4,846
| -22% | -$230K | 0.34% | 43 |
|
|
2023
Q4 | $1.07M | Buy |
22,386
+2,918
| +15% | +$139K | 0.47% | 36 |
|
|
2023
Q3 | $900K | Sell |
19,468
-22,349
| -53% | -$1.03M | 0.43% | 38 |
|
|
2023
Q2 | $1.97M | Buy |
+41,817
| New | +$1.97M | 1.02% | 26 |
|