Dynasty 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
2025
Q1
$895K Buy
2024
Q4
$855K Buy
2024
Q3
$800K Buy
2024
Q2
$755K Buy
2024
Q1
$656K Buy