Castle Rock Wealth Management’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 | – | Sell |
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|
2025
Q1 | $305K | Hold |
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|
2024
Q4 | $305K | Hold |
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|
2024
Q3 | $307K | Hold |
|
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|
2024
Q2 | $301K | Hold |
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|
2024
Q1 | $301K | Hold |
|
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|
2023
Q4 | $306K | Sell |
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|
2023
Q3 | $362K | Hold |
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|
2023
Q2 | $368K | Hold |
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|
2023
Q1 | $371K | Hold |
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|
2022
Q4 | $374K | Sell |
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|
2022
Q3 | $409K | Hold |
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|
2022
Q2 | $419K | Hold |
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|
2022
Q1 | $414K | Hold |
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|
2021
Q4 | $431K | Hold |
|
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|
2021
Q3 | $436K | Hold |
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|
2021
Q2 | $439K | Hold |
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|
2021
Q1 | $440K | Hold |
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|
2020
Q4 | $441K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $493K | Hold |
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|
2020
Q1 | $487K | Buy |
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|
2019
Q4 | $437K | Buy |
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|
2019
Q3 | $360K | Buy |
|