Golden State Wealth 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
$49.7K Sell
1,039
-847
-45% -$40.5K 0.01% 644
2025
Q1
$89.8K Buy
1,886
+8
+0.4% +$381 0.01% 475
2024
Q4
$89K Buy
+1,878
New +$89K 0.01% 454