Gerber Kawasaki Wealth & Investment Management’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 | $19M | Buy |
397,039
+9,549
| +2% | +$457K | 0.73% | 35 |
|
|
2025
Q1 | $18.4M | Buy |
387,490
+35,777
| +10% | +$1.7M | 0.83% | 31 |
|
|
2024
Q4 | $16.7M | Buy |
351,713
+27,750
| +9% | +$1.32M | 0.72% | 33 |
|
|
2024
Q3 | $15.6M | Buy |
323,963
+44,074
| +16% | +$2.12M | 0.72% | 36 |
|
|
2024
Q2 | $13.2M | Buy |
279,889
+25,693
| +10% | +$1.21M | 0.66% | 38 |
|
|
2024
Q1 | $12.1M | Buy |
254,196
+24,404
| +11% | +$1.16M | 0.65% | 41 |
|
|
2023
Q4 | $11M | Buy |
229,792
+31,923
| +16% | +$1.53M | 0.66% | 38 |
|
|
2023
Q3 | $9.15M | Buy |
197,869
+40,643
| +26% | +$1.88M | 0.62% | 38 |
|
|
2023
Q2 | $7.4M | Buy |
157,226
+29,295
| +23% | +$1.38M | 0.5% | 47 |
|
|
2023
Q1 | $6.08M | Buy |
127,931
+7,612
| +6% | +$362K | 0.48% | 49 |
|
|
2022
Q4 | $5.65M | Buy |
120,319
+22,939
| +24% | +$1.08M | 0.5% | 52 |
|
|
2022
Q3 | $4.49M | Buy |
97,380
+11,762
| +14% | +$542K | 0.42% | 50 |
|
|
2022
Q2 | $4.04M | Buy |
85,618
+81,308
| +1,886% | +$3.84M | 0.38% | 54 |
|
|
2022
Q1 | $203K | Sell |
4,310
-725
| -14% | -$34.1K | 0.02% | 248 |
|
|
2021
Q4 | $247K | Buy |
5,035
+360
| +8% | +$17.7K | 0.02% | 233 |
|
|
2021
Q3 | $230K | Sell |
4,675
-1,480
| -24% | -$72.8K | 0.03% | 168 |
|
|
2021
Q2 | $305K | Buy |
+6,155
| New | +$305K | 0.03% | 189 |
|