Icon 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 | $348K | Hold |
7,271
| – | – | 0.02% | 294 |
|
|
2025
Q1 | $346K | Hold |
7,271
| – | – | 0.03% | 277 |
|
|
2024
Q4 | $345K | Hold |
7,271
| – | – | 0.03% | 277 |
|
|
2024
Q3 | $350K | Hold |
7,271
| – | – | 0.03% | 266 |
|
|
2024
Q2 | $346K | Hold |
7,271
| – | – | 0.03% | 260 |
|
|
2024
Q1 | $345K | Hold |
7,271
| – | – | 0.03% | 257 |
|
|
2023
Q4 | $347K | Buy |
+7,271
| New | +$347K | 0.04% | 243 |
|
|
2022
Q4 | $342K | Hold |
7,271
| – | – | 0.04% | 233 |
|
|
2022
Q3 | $335K | Buy |
+7,271
| New | +$335K | 0.04% | 224 |
|