EWA
EverSource Wealth Advisors’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87.2K | Sell |
1,823
-2,131
| -54% | -$102K | ﹤0.01% | 1275 |
|
|
2025
Q1 | $188K | Buy |
3,954
+7
| +0.2% | +$333 | 0.01% | 685 |
|
|
2024
Q4 | $187K | Buy |
3,947
+12
| +0.3% | +$569 | 0.01% | 678 |
|
|
2024
Q3 | $189K | Hold |
3,935
| – | – | 0.01% | 579 |
|
|
2024
Q2 | $187K | Buy |
3,935
+820
| +26% | +$39K | 0.01% | 580 |
|
|
2024
Q1 | $147K | Sell |
3,115
-3,614
| -54% | -$170K | 0.01% | 582 |
|
|
2023
Q4 | $322K | Sell |
6,729
-310
| -4% | -$14.8K | 0.03% | 323 |
|
|
2023
Q3 | $325K | Sell |
7,039
-395
| -5% | -$18.3K | 0.03% | 293 |
|
|
2023
Q2 | $350K | Buy |
7,434
+728
| +11% | +$34.3K | 0.04% | 281 |
|
|
2023
Q1 | $319K | Sell |
6,706
-145
| -2% | -$6.9K | 0.04% | 287 |
|
|
2022
Q4 | $322K | Sell |
6,851
-7,962
| -54% | -$374K | 0.05% | 269 |
|
|
2022
Q3 | $683K | Buy |
14,813
+371
| +3% | +$17.1K | 0.16% | 127 |
|
|
2022
Q2 | $683K | Sell |
14,442
-2,060
| -12% | -$97.4K | 0.18% | 105 |
|
|
2022
Q1 | $781K | Buy |
16,502
+2,032
| +14% | +$96.2K | 0.2% | 102 |
|
|
2021
Q4 | $712K | Buy |
+14,470
| New | +$712K | 0.2% | 87 |
|