HCR Wealth Advisors’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 | $383K | Buy |
8,000
+2,500
| +45% | +$120K | 0.05% | 166 |
|
|
2025
Q1 | $262K | Hold |
5,500
| – | – | 0.03% | 197 |
|
|
2024
Q4 | $261K | Hold |
5,500
| – | – | 0.03% | 193 |
|
|
2024
Q3 | $265K | Hold |
5,500
| – | – | 0.03% | 193 |
|
|
2024
Q2 | $260K | Sell |
5,500
-4,500
| -45% | -$212K | 0.04% | 186 |
|
|
2024
Q1 | $474K | Hold |
10,000
| – | – | 0.07% | 133 |
|
|
2023
Q4 | $478K | Hold |
10,000
| – | – | 0.08% | 123 |
|
|
2023
Q3 | $462K | Sell |
10,000
-2,500
| -20% | -$116K | 0.1% | 107 |
|
|
2023
Q2 | $588K | Hold |
12,500
| – | – | 0.11% | 105 |
|
|
2023
Q1 | $594K | Hold |
12,500
| – | – | 0.12% | 108 |
|
|
2022
Q4 | $587K | Hold |
12,500
| – | – | 0.12% | 102 |
|
|
2022
Q3 | $576K | Buy |
12,500
+7,900
| +172% | +$364K | 0.12% | 101 |
|
|
2022
Q2 | $217K | Buy |
+4,600
| New | +$217K | 0.04% | 160 |
|