GWSA
Global Wealth Strategies & Associates’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 | $1.72K | Hold |
36
| – | – | ﹤0.01% | 313 |
|
|
2025
Q1 | $1.71K | Sell |
36
-846
| -96% | -$40.3K | ﹤0.01% | 390 |
|
|
2024
Q4 | $41.8K | Sell |
882
-33
| -4% | -$1.56K | 0.01% | 118 |
|
|
2024
Q3 | $44K | Hold |
915
| – | – | 0.01% | 103 |
|
|
2024
Q2 | $43.2K | Sell |
915
-22,270
| -96% | -$1.05M | 0.02% | 96 |
|
|
2024
Q1 | $1.1M | Sell |
23,185
-16,289
| -41% | -$773K | 0.41% | 22 |
|
|
2023
Q4 | $1.89M | Sell |
39,474
-2,371
| -6% | -$113K | 0.79% | 19 |
|
|
2023
Q3 | $1.93M | Buy |
41,845
+4,747
| +13% | +$219K | 0.9% | 22 |
|
|
2023
Q2 | $1.75M | Buy |
37,098
+1,702
| +5% | +$80.1K | 0.82% | 22 |
|
|
2023
Q1 | $1.68M | Buy |
35,396
+4,499
| +15% | +$214K | 0.87% | 20 |
|
|
2022
Q4 | $1.45M | Buy |
+30,897
| New | +$1.45M | 0.84% | 24 |
|