EverSource 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 | $87.2K | Sell |
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2025
Q1 | $188K | Buy |
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2024
Q4 | $187K | Buy |
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2024
Q3 | $189K | Hold |
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2024
Q2 | $187K | Buy |
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2024
Q1 | $147K | Sell |
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2023
Q4 | $322K | Sell |
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2023
Q3 | $325K | Sell |
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2023
Q2 | $350K | Buy |
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2023
Q1 | $319K | Sell |
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2022
Q4 | $322K | Sell |
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2022
Q3 | $683K | Buy |
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2022
Q2 | $683K | Sell |
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2022
Q1 | $781K | Buy |
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2021
Q4 | $712K | Buy |
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