BWA
Burt Wealth Advisors’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 | $622K | Hold |
13,000
| – | – | 0.14% | 62 |
|
|
2025
Q1 | $619K | Hold |
13,000
| – | – | 0.16% | 55 |
|
|
2024
Q4 | $616K | Hold |
13,000
| – | – | 0.16% | 56 |
|
|
2024
Q3 | $626K | Hold |
13,000
| – | – | 0.15% | 54 |
|
|
2024
Q2 | $613K | Sell |
13,000
-2,715
| -17% | -$128K | 0.16% | 52 |
|
|
2024
Q1 | $746K | Sell |
15,715
-1,556
| -9% | -$73.8K | 0.19% | 50 |
|
|
2023
Q4 | $825K | Sell |
17,271
-639
| -4% | -$30.5K | 0.24% | 45 |
|
|
2023
Q3 | $828K | Sell |
17,910
-1,530
| -8% | -$70.7K | 0.25% | 37 |
|
|
2023
Q2 | $915K | Buy |
19,440
+6,440
| +50% | +$303K | 0.28% | 35 |
|
|
2023
Q1 | $618K | Hold |
13,000
| – | – | 0.19% | 44 |
|
|
2022
Q4 | $611K | Buy |
+13,000
| New | +$611K | 0.2% | 45 |
|
|
2019
Q1 | – | Sell |
-2,332
| Closed | -$112K | – | 375 |
|
|
2018
Q4 | $112K | Sell |
2,332
-706
| -23% | -$33.9K | 0.05% | 115 |
|
|
2018
Q3 | $145K | Buy |
+3,038
| New | +$145K | 0.07% | 105 |
|