Dynasty Wealth Management’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-18,803
| Closed | -$895K | – | 250 |
|
|
2025
Q1 | $895K | Buy |
18,803
+754
| +4% | +$35.9K | 0.01% | 151 |
|
|
2024
Q4 | $855K | Buy |
18,049
+1,423
| +9% | +$67.4K | 0.01% | 157 |
|
|
2024
Q3 | $800K | Buy |
16,626
+617
| +4% | +$29.7K | 0.02% | 147 |
|
|
2024
Q2 | $755K | Buy |
16,009
+2,189
| +16% | +$103K | 0.02% | 152 |
|
|
2024
Q1 | $656K | Buy |
+13,820
| New | +$656K | 0.02% | 162 |
|