CWA
Canvas 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 | $751K | Buy |
15,662
+306
| +2% | +$14.7K | 0.15% | 81 |
|
|
2025
Q1 | $722K | Buy |
15,356
+2,540
| +20% | +$119K | 0.19% | 82 |
|
|
2024
Q4 | $607K | Buy |
12,816
+1,243
| +11% | +$58.9K | 0.15% | 90 |
|
|
2024
Q3 | $557K | Sell |
11,573
-79
| -0.7% | -$3.8K | 0.15% | 84 |
|
|
2024
Q2 | $553K | Sell |
11,652
-99
| -0.8% | -$4.7K | 0.17% | 76 |
|
|
2024
Q1 | $555K | Buy |
11,751
+1,142
| +11% | +$53.9K | 0.19% | 69 |
|
|
2023
Q4 | $506K | Sell |
10,609
-649
| -6% | -$31K | 0.18% | 68 |
|
|
2023
Q3 | $519K | Sell |
11,258
-99
| -0.9% | -$4.57K | 0.21% | 61 |
|
|
2023
Q2 | $536K | Sell |
11,357
-409
| -3% | -$19.3K | 0.2% | 66 |
|
|
2023
Q1 | $555K | Sell |
11,766
-1,068
| -8% | -$50.4K | 0.23% | 65 |
|
|
2022
Q4 | $611K | Sell |
12,834
-332
| -3% | -$15.8K | 0.26% | 63 |
|
|
2022
Q3 | $606K | Sell |
13,166
-8,245
| -39% | -$379K | 0.26% | 62 |
|
|
2022
Q2 | $1.01M | Sell |
21,411
-13,782
| -39% | -$651K | 0.41% | 54 |
|
|
2022
Q1 | $1.64M | Sell |
35,193
-24,263
| -41% | -$1.13M | 0.6% | 45 |
|
|
2021
Q4 | $2.92M | Buy |
59,456
+1,372
| +2% | +$67.5K | 1.05% | 24 |
|
|
2021
Q3 | $2.87M | Buy |
58,084
+14,279
| +33% | +$705K | 1.17% | 24 |
|
|
2021
Q2 | $2.17M | Buy |
43,805
+21,860
| +100% | +$1.08M | 0.97% | 27 |
|
|
2021
Q1 | $1.09M | Buy |
+21,945
| New | +$1.09M | 0.63% | 42 |
|