Icon Wealth Partners’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $336K | Hold |
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2023
Q2 | $342K | Hold |
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2023
Q1 | $346K | Buy |
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|
2022
Q2 | $344K | Hold |
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|
2022
Q1 | $344K | Hold |
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|
2021
Q4 | $358K | Hold |
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|
2021
Q3 | $359K | Hold |
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|
2021
Q2 | $360K | Hold |
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|
2021
Q1 | $360K | Hold |
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|
2020
Q4 | $362K | Hold |
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|
2020
Q3 | $363K | Hold |
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|
2020
Q2 | $363K | Hold |
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|
2020
Q1 | $356K | Hold |
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|
2019
Q4 | $357K | Hold |
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|
2019
Q3 | $356K | Hold |
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|
2019
Q2 | $356K | Hold |
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|
2019
Q1 | $352K | Sell |
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|
2018
Q4 | $573K | Sell |
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|
2018
Q3 | $903K | Buy |
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|
2018
Q2 | $734K | Sell |
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|
2018
Q1 | $1.04M | Sell |
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|
2017
Q4 | $1.31M | Buy |
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