ERTS Wealth Advisors’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 |
-5,635
| Closed | -$268K | – | 76 |
|
|
2025
Q1 | $268K | Sell |
5,635
-385
| -6% | -$18.3K | 0.05% | 70 |
|
|
2024
Q4 | $285K | Hold |
6,020
| – | – | 0.05% | 71 |
|
|
2024
Q3 | $290K | Hold |
6,020
| – | – | 0.05% | 80 |
|
|
2024
Q2 | $284K | Sell |
6,020
-1,161
| -16% | -$54.8K | 0.06% | 77 |
|
|
2024
Q1 | $341K | Sell |
7,181
-2,873
| -29% | -$136K | 0.07% | 69 |
|
|
2023
Q4 | $480K | Sell |
10,054
-3,910
| -28% | -$187K | 0.1% | 43 |
|
|
2023
Q3 | $646K | Sell |
13,964
-99
| -0.7% | -$4.58K | 0.16% | 36 |
|
|
2023
Q2 | $662K | Sell |
14,063
-1,679
| -11% | -$79K | 0.15% | 40 |
|
|
2023
Q1 | $749K | Sell |
15,742
-35,245
| -69% | -$1.68M | 0.18% | 37 |
|
|
2022
Q4 | $2.4M | Buy |
50,987
+4,607
| +10% | +$216K | 0.62% | 20 |
|
|
2022
Q3 | $2.14M | Sell |
46,380
-16,819
| -27% | -$775K | 0.6% | 19 |
|
|
2022
Q2 | $2.99M | Sell |
63,199
-1,640
| -3% | -$77.5K | 0.85% | 15 |
|
|
2022
Q1 | $3.07M | Buy |
+64,839
| New | +$3.07M | 0.86% | 15 |
|