JWA
SHM icon

JFS Wealth Advisors’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

JFS Wealth Advisors’s Portfolio SHM Stock Details SHM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$330K Hold
6,896
– – 0.02% 249
2025
Q1 		$328K Hold
6,896
– – 0.02% 248
2024
Q4 		$327K Hold
6,896
– – 0.02% 239
2024
Q3 		$332K Hold
6,896
– – 0.02% 240
2024
Q2 		$325K Sell
6,896
-65
-0.9% -$3.07K 0.03% 188
2024
Q1 		$330K Buy
6,961
+65
+0.9% +$3.08K 0.03% 194
2023
Q4 		$330K Hold
6,896
– – 0.03% 176
2023
Q3 		$319K Hold
6,896
– – 0.03% 172
2023
Q2 		$324K Buy
6,896
+5,896
+590% +$277K 0.03% 171
2023
Q1 		$47.6K Hold
1,000
– – ﹤0.01% 379
2022
Q4 		$47K Hold
1,000
– – ﹤0.01% 373
2022
Q3 		$46K Hold
1,000
– – 0.01% 396
2022
Q2 		$47K Hold
1,000
– – 0.01% 405
2022
Q1 		$47K Hold
1,000
– – ﹤0.01% 442
2021
Q4 		$49K Hold
1,000
– – ﹤0.01% 428
2021
Q3 		$49K Hold
1,000
– – 0.01% 416
2021
Q2 		$50K Hold
1,000
– – 0.01% 270
2021
Q1 		$50K Hold
1,000
– – 0.01% 254
2020
Q4 		$50K Hold
1,000
– – 0.01% 249
2020
Q3 		$50K Hold
1,000
– – 0.01% 239
2020
Q2 		$50K Hold
1,000
– – 0.01% 231
2020
Q1 		$49K Sell
1,000
-10,228
-91% -$501K 0.01% 221
2019
Q4 		$551K Sell
11,228
-58,488
-84% -$2.87M 0.14% 88
2019
Q3 		$3.42M Sell
69,716
-1,974
-3% -$96.7K 0.87% 26
2019
Q2 		$3.51M Hold
71,690
– – 0.89% 27
2019
Q1 		$3.48M Sell
71,690
-62,183
-46% -$3.02M 0.91% 26
2018
Q4 		$6.43M Buy
133,873
+132,873
+13,287% +$6.39M 1.72% 13
2018
Q3 		$48K Sell
1,000
-283
-22% -$13.6K 0.01% 250
2018
Q2 		$62K Buy
1,283
+283
+28% +$13.7K 0.02% 229
2018
Q1 		$48K Hold
1,000
– – 0.01% 249
2017
Q4 		$48K Hold
1,000
– – 0.01% 258
2017
Q3 		$49K Hold
1,000
– – 0.01% 247
2017
Q2 		$49K Sell
1,000
-71,317
-99% -$3.49M 0.01% 221
2017
Q1 		$3.47M Hold
72,317
– – 0.94% 32
2016
Q4 		$3.47M Buy
+72,317
New +$3.47M 0.94% 32
2015
Q4 		– Sell
-396
Closed -$10K – 563
2015
Q3 		$10K Buy
+396
New +$10K ﹤0.01% 347