Jentner Corp’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
Sell
2025
Q1
$237K Sell
2024
Q4
$709K Hold
2024
Q3
$720K Buy
2024
Q2
$703K Hold
2024
Q1
$707K Hold
2023
Q4
$712K Hold
2023
Q3
$689K Hold
2023
Q2
$701K Hold
2023
Q1
$708K Hold
2022
Q4
$700K Hold
2022
Q3
$687K Hold
2022
Q2
$704K Hold
2022
Q1
$705K Hold
2021
Q4
$733K Hold
2021
Q3
$736K Hold
2021
Q2
$738K Hold
2021
Q1
$738K Buy