Gerber Kawasaki Wealth & Investment Management’s State Street 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
Q3 | $19.9M | Buy |
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|
2025
Q2 | $19M | Buy |
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2025
Q1 | $18.4M | Buy |
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|
2024
Q4 | $16.7M | Buy |
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|
2024
Q3 | $15.6M | Buy |
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|
2024
Q2 | $13.2M | Buy |
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|
2024
Q1 | $12.1M | Buy |
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|
2023
Q4 | $11M | Buy |
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|
2023
Q3 | $9.15M | Buy |
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|
2023
Q2 | $7.4M | Buy |
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|
2023
Q1 | $6.08M | Buy |
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|
2022
Q4 | $5.65M | Buy |
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|
2022
Q3 | $4.49M | Buy |
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|
2022
Q2 | $4.04M | Buy |
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|
2022
Q1 | $203K | Sell |
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|
2021
Q4 | $247K | Buy |
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|
2021
Q3 | $230K | Sell |
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|
2021
Q2 | $305K | Buy |
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