High Note Wealth’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 | $3.44K | Sell |
72
-50
| -41% | -$2.39K | ﹤0.01% | 581 |
|
|
2025
Q1 | $5.81K | Sell |
122
-100
| -45% | -$4.76K | ﹤0.01% | 367 |
|
|
2024
Q4 | $10.5K | Buy |
+222
| New | +$10.5K | ﹤0.01% | 291 |
|
|
2022
Q1 | – | Sell |
-4,783
| Closed | -$235K | – | 95 |
|
|
2021
Q4 | $235K | Sell |
4,783
-300
| -6% | -$14.7K | 0.08% | 81 |
|
|
2021
Q3 | $236K | Sell |
5,083
-100
| -2% | -$4.64K | 0.09% | 80 |
|
|
2021
Q2 | $264K | Sell |
5,183
-312
| -6% | -$15.9K | 0.1% | 75 |
|
|
2021
Q1 | $272K | Buy |
5,495
+140
| +3% | +$6.93K | 0.11% | 73 |
|
|
2020
Q4 | $266K | Buy |
+5,355
| New | +$266K | 0.11% | 71 |
|