HCR Wealth Advisors’s 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 | $385K | Hold |
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|
2025
Q2 | $383K | Buy |
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|
2025
Q1 | $262K | Hold |
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|
2024
Q4 | $261K | Hold |
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|
2024
Q3 | $265K | Hold |
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|
2024
Q2 | $260K | Sell |
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|
2024
Q1 | $474K | Hold |
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|
2023
Q4 | $478K | Hold |
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|
2023
Q3 | $462K | Sell |
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|
2023
Q2 | $588K | Hold |
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|
2023
Q1 | $594K | Hold |
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|
2022
Q4 | $587K | Hold |
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|
2022
Q3 | $576K | Buy |
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|
2022
Q2 | $217K | Buy |
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