Heritage Wealth Management (California)’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 | $573K | Buy |
11,986
+38
| +0.3% | +$1.82K | 0.38% | 47 |
|
|
2025
Q1 | $569K | Buy |
11,948
+1,054
| +10% | +$50.2K | 0.43% | 45 |
|
|
2024
Q4 | $516K | Buy |
10,894
+2,045
| +23% | +$96.9K | 0.37% | 46 |
|
|
2024
Q3 | $426K | Buy |
8,849
+470
| +6% | +$22.6K | 0.3% | 48 |
|
|
2024
Q2 | $395K | Buy |
8,379
+51
| +0.6% | +$2.41K | 0.29% | 47 |
|
|
2024
Q1 | $395K | Buy |
8,328
+377
| +5% | +$17.9K | 0.3% | 49 |
|
|
2023
Q4 | $380K | Buy |
+7,951
| New | +$380K | 0.3% | 48 |
|