Integrated Wealth Concepts’s 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.89M | Sell |
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|
2025
Q1 | $6.82M | Buy |
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|
2024
Q4 | $4.91M | Sell |
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|
2024
Q3 | $9.2M | Buy |
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|
2024
Q2 | $1.35M | Sell |
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|
2024
Q1 | $1.63M | Sell |
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|
2023
Q4 | $1.66M | Sell |
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|
2023
Q3 | $2.51M | Sell |
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|
2023
Q2 | $4.84M | Buy |
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|
2023
Q1 | $2.01M | Buy |
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|
2022
Q4 | $711K | Sell |
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|
2022
Q3 | $1.15M | Buy |
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|
2022
Q2 | $800K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $209K | Buy |
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|
2021
Q3 | $206K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $861K | Sell |
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|
2020
Q3 | $877K | Buy |
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|
2020
Q2 | $229K | Sell |
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|
2020
Q1 | $284K | Sell |
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|
2019
Q4 | $344K | Buy |
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|
2019
Q3 | $343K | Buy |
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|
2019
Q2 | $342K | Sell |
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|
2019
Q1 | $339K | Buy |
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|
2018
Q4 | $241K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $238K | Sell |
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|
2018
Q1 | $275K | Buy |
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|
2017
Q4 | $271K | Buy |
|