Icon Wealth Advisors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Icon Wealth Advisors’s Portfolio SHM Stock Details SHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$348K	Hold
2025 Q1	$346K	Hold
2024 Q4	$345K	Hold
2024 Q3	$350K	Hold
2024 Q2	$346K	Hold
2024 Q1	$345K	Hold
2023 Q4	$347K	Buy
2022 Q4	$342K	Hold
2022 Q3	$335K	Buy