Focus Partners Wealth’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 | $4.07M | Sell |
85,061
-8,290
| -9% | -$397K | 0.01% | 734 |
|
|
2025
Q1 | $4.44M | Sell |
93,351
-2,600
| -3% | -$124K | 0.01% | 655 |
|
|
2024
Q4 | $4.55M | Sell |
95,951
-10,814
| -10% | -$512K | 0.01% | 637 |
|
|
2024
Q3 | $5.14M | Buy |
106,765
+32,523
| +44% | +$1.57M | 0.02% | 551 |
|
|
2024
Q2 | $3.5M | Sell |
74,242
-9,723
| -12% | -$459K | 0.01% | 558 |
|
|
2024
Q1 | $3.98M | Sell |
83,965
-27,467
| -25% | -$1.3M | 0.03% | 365 |
|
|
2023
Q4 | $5.33M | Buy |
+111,432
| New | +$5.33M | 0.07% | 225 |
|