ERTS Wealth Advisors’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 | $268K | Sell |
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|
2024
Q4 | $285K | Hold |
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|
2024
Q3 | $290K | Hold |
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|
2024
Q2 | $284K | Sell |
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|
2024
Q1 | $341K | Sell |
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|
2023
Q4 | $480K | Sell |
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|
2023
Q3 | $646K | Sell |
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|
2023
Q2 | $662K | Sell |
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|
2023
Q1 | $749K | Sell |
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|
2022
Q4 | $2.4M | Buy |
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|
2022
Q3 | $2.14M | Sell |
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|
2022
Q2 | $2.99M | Sell |
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|
2022
Q1 | $3.07M | Buy |
|