Ironwood Wealth Management (Arizona)’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
Q1 | – | Sell |
-17,616
| Closed | -$835K | – | 43 |
|
|
2024
Q4 | $835K | Hold |
17,616
| – | – | 0.26% | 25 |
|
|
2024
Q3 | $848K | Hold |
17,616
| – | – | 0.26% | 26 |
|
|
2024
Q2 | $831K | Hold |
17,616
| – | – | 0.27% | 27 |
|
|
2024
Q1 | $836K | Sell |
17,616
-264
| -1% | -$12.5K | 0.27% | 26 |
|
|
2023
Q4 | $854K | Sell |
17,880
-39,222
| -69% | -$1.87M | 0.29% | 27 |
|
|
2023
Q3 | $2.64M | Sell |
57,102
-46,441
| -45% | -$2.15M | 1.08% | 22 |
|
|
2023
Q2 | $4.87M | Buy |
103,543
+2,427
| +2% | +$114K | 1.81% | 13 |
|
|
2023
Q1 | $4.81M | Buy |
101,116
+7,805
| +8% | +$371K | 1.9% | 12 |
|
|
2022
Q4 | $4.38M | Sell |
93,311
-76,477
| -45% | -$3.59M | 1.83% | 14 |
|
|
2022
Q3 | $8.02M | Hold |
169,788
| – | – | 3.59% | 9 |
|
|
2022
Q2 | $8.02M | Buy |
169,788
+79,582
| +88% | +$3.76M | 3.59% | 9 |
|
|
2022
Q1 | $4.27M | Buy |
90,206
+23,265
| +35% | +$1.1M | 1.75% | 14 |
|
|
2021
Q4 | $3.29M | Sell |
66,941
-2,341
| -3% | -$115K | 1.44% | 11 |
|
|
2021
Q3 | $3.42M | Buy |
69,282
+21,541
| +45% | +$1.06M | 1.61% | 11 |
|
|
2021
Q2 | $2.37M | Buy |
47,741
+11,493
| +32% | +$569K | 1.36% | 11 |
|
|
2021
Q1 | $1.8M | Buy |
36,248
+20,119
| +125% | +$997K | 1.15% | 13 |
|
|
2020
Q4 | $803K | Buy |
+16,129
| New | +$803K | 0.5% | 21 |
|
|
2020
Q2 | – | Sell |
-13,673
| Closed | -$669K | – | 49 |
|
|
2020
Q1 | $669K | Sell |
13,673
-525
| -4% | -$25.7K | 0.56% | 21 |
|
|
2019
Q4 | $697K | Buy |
14,198
+94
| +0.7% | +$4.62K | 0.49% | 21 |
|
|
2019
Q3 | $691K | Sell |
14,104
-854
| -6% | -$41.8K | 0.52% | 21 |
|
|
2019
Q2 | $732K | Sell |
14,958
-18,480
| -55% | -$904K | 0.56% | 19 |
|
|
2019
Q1 | $1.62M | Buy |
33,438
+2,463
| +8% | +$119K | 1.38% | 16 |
|
|
2018
Q4 | $1.49M | Sell |
30,975
-17,197
| -36% | -$827K | 1.44% | 15 |
|
|
2018
Q3 | $2.3M | Buy |
48,172
+1,614
| +3% | +$77K | 2.03% | 13 |
|
|
2018
Q2 | $2.23M | Buy |
+46,558
| New | +$2.23M | 2.09% | 13 |
|
|
2017
Q3 | $2.18M | Buy |
+44,818
| New | +$2.18M | 2.04% | 12 |
|