Horizon Family 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 | $2.17M | Sell |
45,451
-31,752
| -41% | -$1.52M | 1.33% | 18 |
|
|
2025
Q1 | $3.67M | Buy |
77,203
+27,885
| +57% | +$1.33M | 2.45% | 12 |
|
|
2024
Q4 | $2.34M | Buy |
49,318
+2,822
| +6% | +$134K | 1.55% | 14 |
|
|
2024
Q3 | $2.24M | Buy |
46,496
+956
| +2% | +$46K | 1.6% | 14 |
|
|
2024
Q2 | $2.15M | Buy |
45,540
+27,636
| +154% | +$1.3M | 1.64% | 12 |
|
|
2024
Q1 | $849K | Buy |
+17,904
| New | +$849K | 0.65% | 27 |
|