HWMG
Hurlow Wealth Management Group’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Sell |
33,168
-242
| -0.7% | -$11.6K | 0.45% | 31 |
|
|
2025
Q1 | $1.59M | Sell |
33,410
-2,198
| -6% | -$105K | 0.5% | 33 |
|
|
2024
Q4 | $1.69M | Buy |
35,608
+3,666
| +11% | +$174K | 0.53% | 31 |
|
|
2024
Q3 | $1.54M | Buy |
31,942
+844
| +3% | +$40.6K | 0.48% | 33 |
|
|
2024
Q2 | $1.47M | Sell |
31,098
-2,265
| -7% | -$107K | 0.5% | 31 |
|
|
2024
Q1 | $1.58M | Sell |
33,363
-28,266
| -46% | -$1.34M | 0.56% | 31 |
|
|
2023
Q4 | $2.95M | Buy |
61,629
+33,527
| +119% | +$1.6M | 1.12% | 21 |
|
|
2023
Q3 | $1.3M | Sell |
28,102
-205
| -0.7% | -$9.48K | 0.57% | 30 |
|
|
2023
Q2 | $1.33M | Buy |
28,307
+1,174
| +4% | +$55.2K | 0.57% | 30 |
|
|
2023
Q1 | $1.29M | Sell |
27,133
-1,937
| -7% | -$92.1K | 0.6% | 30 |
|
|
2022
Q4 | $1.37M | Buy |
29,070
+5,385
| +23% | +$253K | 0.71% | 29 |
|
|
2022
Q3 | $1.09M | Buy |
+23,685
| New | +$1.09M | 0.64% | 29 |
|