Carson Wealth (CWM LLC)’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 | $3.86M | Sell |
80,731
-882
| -1% | -$42.2K | 0.01% | 677 |
|
|
2025
Q1 | $3.89M | Sell |
81,613
-2,619
| -3% | -$125K | 0.02% | 596 |
|
|
2024
Q4 | $3.99M | Sell |
84,232
-4,873
| -5% | -$231K | 0.02% | 531 |
|
|
2024
Q3 | $4.29M | Sell |
89,105
-3,348
| -4% | -$161K | 0.02% | 476 |
|
|
2024
Q2 | $4.36M | Sell |
92,453
-23,366
| -20% | -$1.1M | 0.02% | 446 |
|
|
2024
Q1 | $5.49M | Sell |
115,819
-256
| -0.2% | -$12.1K | 0.03% | 401 |
|
|
2023
Q4 | $5.55M | Sell |
116,075
-2,133
| -2% | -$102K | 0.03% | 378 |
|
|
2023
Q3 | $5.47M | Buy |
118,208
+8,576
| +8% | +$396K | 0.03% | 346 |
|
|
2023
Q2 | $5.16M | Buy |
109,632
+16,829
| +18% | +$792K | 0.03% | 332 |
|
|
2023
Q1 | $4.41M | Buy |
92,803
+306
| +0.3% | +$14.6K | 0.03% | 342 |
|
|
2022
Q4 | $4.35M | Buy |
92,497
+82,348
| +811% | +$3.87M | 0.03% | 325 |
|
|
2022
Q3 | $468K | Sell |
10,149
-5,429
| -35% | -$250K | ﹤0.01% | 759 |
|
|
2022
Q2 | $736K | Buy |
15,578
+7,641
| +96% | +$361K | 0.01% | 635 |
|
|
2022
Q1 | $376K | Sell |
7,937
-1
| -0% | -$47 | ﹤0.01% | 807 |
|
|
2021
Q4 | $390K | Buy |
+7,938
| New | +$390K | ﹤0.01% | 795 |
|
|
2021
Q2 | $487K | Hold |
9,826
| – | – | ﹤0.01% | 681 |
|
|
2021
Q1 | $487K | Hold |
9,826
| – | – | ﹤0.01% | 681 |
|
|
2020
Q4 | $487K | Hold |
9,826
| – | – | ﹤0.01% | 681 |
|
|
2020
Q3 | $487K | Hold |
9,826
| – | – | ﹤0.01% | 681 |
|
|
2020
Q2 | $487K | Hold |
9,826
| – | – | ﹤0.01% | 681 |
|
|
2020
Q1 | $487K | Hold |
9,826
| – | – | ﹤0.01% | 681 |
|
|
2019
Q4 | $487K | Hold |
9,826
| – | – | ﹤0.01% | 681 |
|
|
2019
Q3 | $487K | Hold |
9,826
| – | – | ﹤0.01% | 681 |
|
|
2019
Q2 | $487K | Hold |
9,826
| – | – | ﹤0.01% | 681 |
|
|
2019
Q1 | $487K | Buy |
9,826
+9,240
| +1,577% | +$458K | ﹤0.01% | 681 |
|
|
2018
Q4 | $28K | Buy |
+586
| New | +$28K | ﹤0.01% | 1036 |
|
|
2018
Q1 | – | Sell |
-138
| Closed | -$7K | – | 1525 |
|
|
2017
Q4 | $7K | Sell |
138
-471
| -77% | -$23.9K | ﹤0.01% | 994 |
|
|
2017
Q3 | $30K | Buy |
+609
| New | +$30K | ﹤0.01% | 624 |
|
|
2017
Q2 | – | Sell |
-504
| Closed | -$24K | – | 1297 |
|
|
2017
Q1 | $24K | Sell |
504
-55
| -10% | -$2.62K | ﹤0.01% | 574 |
|
|
2016
Q4 | $27K | Hold |
559
| – | – | ﹤0.01% | 536 |
|
|
2016
Q3 | $27K | Hold |
559
| – | – | ﹤0.01% | 513 |
|
|
2016
Q2 | $27K | Hold |
559
| – | – | ﹤0.01% | 434 |
|
|
2016
Q1 | $27K | Sell |
559
-1
| -0.2% | -$48 | ﹤0.01% | 410 |
|
|
2015
Q4 | $27K | Buy |
+560
| New | +$27K | ﹤0.01% | 370 |
|