Elmwood 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 | $1.59M | Buy |
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|
2025
Q1 | $1.25M | Buy |
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|
2024
Q4 | $957K | Buy |
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|
2024
Q3 | $651K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $342K | Hold |
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|
2021
Q4 | $355K | Buy |
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|
2021
Q2 | $368K | Sell |
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|
2021
Q1 | $373K | Buy |
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|
2020
Q3 | $375K | Hold |
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|
2020
Q2 | $375K | Buy |
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|
2020
Q1 | $115K | Sell |
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|
2019
Q4 | $320K | Hold |
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|
2019
Q3 | $320K | Buy |
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|
2019
Q2 | $295K | Sell |
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|
2019
Q1 | $366K | Hold |
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|
2018
Q4 | $363K | Buy |
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|
2018
Q3 | $169K | Buy |
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|
2018
Q2 | $115K | Hold |
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|
2018
Q1 | $115K | Buy |
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