GFWA
Grey Fox Wealth Advisors’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 | $1.57M | Sell |
32,797
-6,761
| -17% | -$323K | 0.37% | 44 |
|
|
2025
Q1 | $1.88M | Buy |
39,558
+3,570
| +10% | +$170K | 0.5% | 34 |
|
|
2024
Q4 | $1.71M | Sell |
35,988
-603
| -2% | -$28.6K | 0.47% | 35 |
|
|
2024
Q3 | $1.76M | Sell |
36,591
-1,705
| -4% | -$82.1K | 0.49% | 34 |
|
|
2024
Q2 | $1.81M | Buy |
38,296
+5,106
| +15% | +$241K | 0.64% | 29 |
|
|
2024
Q1 | $1.57M | Sell |
33,190
-13
| -0% | -$617 | 0.59% | 31 |
|
|
2023
Q4 | $1.59M | Sell |
33,203
-7,451
| -18% | -$356K | 0.69% | 29 |
|
|
2023
Q3 | $1.88M | Buy |
+40,654
| New | +$1.88M | 0.94% | 24 |
|
|
2023
Q2 | – | Sell |
-1,496
| Closed | -$71.1K | – | 436 |
|
|
2023
Q1 | $71.1K | Sell |
1,496
-646
| -30% | -$30.7K | 0.04% | 161 |
|
|
2022
Q4 | $101K | Buy |
+2,142
| New | +$101K | 0.07% | 132 |
|