JFG Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $392K | Hold |
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|
2025
Q2 | $389K | Sell |
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|
2025
Q1 | $419K | Sell |
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|
2024
Q4 | $544K | Buy |
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|
2024
Q3 | $377K | Hold |
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|
2024
Q2 | $370K | Sell |
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|
2024
Q1 | $2.33M | Sell |
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|
2023
Q4 | $2.67M | Buy |
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|
2023
Q3 | $349K | Sell |
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|
2023
Q2 | $369K | Hold |
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|
2023
Q1 | $372K | Sell |
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|
2022
Q4 | $380K | Sell |
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|
2022
Q3 | $691K | Buy |
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