Burt Wealth Advisors’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 | $622K | Hold |
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2025
Q1 | $619K | Hold |
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|
2024
Q4 | $616K | Hold |
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2024
Q3 | $626K | Hold |
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|
2024
Q2 | $613K | Sell |
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|
2024
Q1 | $746K | Sell |
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|
2023
Q4 | $825K | Sell |
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|
2023
Q3 | $828K | Sell |
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|
2023
Q2 | $915K | Buy |
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|
2023
Q1 | $618K | Hold |
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|
2022
Q4 | $611K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $112K | Sell |
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|
2018
Q3 | $145K | Buy |
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