IHT Wealth Management’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 | $801K | Buy |
16,742
+453
| +3% | +$21.7K | 0.02% | 560 |
|
|
2025
Q1 | $775K | Buy |
16,289
+293
| +2% | +$13.9K | 0.02% | 541 |
|
|
2024
Q4 | $758K | Sell |
15,996
-13,975
| -47% | -$662K | 0.02% | 544 |
|
|
2024
Q3 | $1.44M | Sell |
29,971
-24,499
| -45% | -$1.18M | 0.04% | 401 |
|
|
2024
Q2 | $2.57M | Buy |
54,470
+2,321
| +4% | +$110K | 0.1% | 212 |
|
|
2024
Q1 | $2.47M | Sell |
52,149
-1,892
| -4% | -$89.8K | 0.1% | 216 |
|
|
2023
Q4 | $2.58M | Buy |
54,041
+39,187
| +264% | +$1.87M | 0.12% | 175 |
|
|
2023
Q3 | $687K | Sell |
14,854
-827
| -5% | -$38.2K | 0.03% | 456 |
|
|
2023
Q2 | $738K | Buy |
15,681
+140
| +0.9% | +$6.59K | 0.04% | 418 |
|
|
2023
Q1 | $739K | Buy |
15,541
+22
| +0.1% | +$1.05K | 0.04% | 384 |
|
|
2022
Q4 | $729K | Sell |
15,519
-46
| -0.3% | -$2.16K | 0.05% | 378 |
|
|
2022
Q3 | $717K | Buy |
+15,565
| New | +$717K | 0.05% | 359 |
|
|
2018
Q2 | – | Sell |
-1,487
| Closed | -$71K | – | 1181 |
|
|
2018
Q1 | $71K | Hold |
1,487
| – | – | 0.02% | 580 |
|
|
2017
Q4 | $71K | Hold |
1,487
| – | – | 0.02% | 591 |
|
|
2017
Q3 | $72K | Hold |
1,487
| – | – | 0.03% | 419 |
|
|
2017
Q2 | $90 | Hold |
1,487
| – | – | 0.04% | 361 |
|
|
2017
Q1 | $72K | Sell |
1,487
-276
| -16% | -$13.4K | 0.05% | 342 |
|
|
2016
Q4 | $85K | Buy |
+1,763
| New | +$85K | 0.06% | 294 |
|