JFS Wealth Advisors’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 | $330K | Hold |
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2025
Q1 | $328K | Hold |
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|
2024
Q4 | $327K | Hold |
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|
2024
Q3 | $332K | Hold |
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|
2024
Q2 | $325K | Sell |
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|
2024
Q1 | $330K | Buy |
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|
2023
Q4 | $330K | Hold |
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|
2023
Q3 | $319K | Hold |
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|
2023
Q2 | $324K | Buy |
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|
2023
Q1 | $47.5K | Hold |
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|
2022
Q4 | $47K | Hold |
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|
2022
Q3 | $46K | Hold |
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|
2022
Q2 | $47K | Hold |
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|
2022
Q1 | $47K | Hold |
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|
2021
Q4 | $49K | Hold |
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|
2021
Q3 | $49K | Hold |
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|
2021
Q2 | $50K | Hold |
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|
2021
Q1 | $50K | Hold |
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|
2020
Q4 | $50K | Hold |
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|
2020
Q3 | $50K | Hold |
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|
2020
Q2 | $50K | Hold |
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|
2020
Q1 | $49K | Sell |
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|
2019
Q4 | $551K | Sell |
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|
2019
Q3 | $3.42M | Sell |
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|
2019
Q2 | $3.51M | Hold |
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|
2019
Q1 | $3.48M | Sell |
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|
2018
Q4 | $6.43M | Buy |
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|
2018
Q3 | $48K | Sell |
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|
2018
Q2 | $62K | Buy |
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|
2018
Q1 | $48K | Hold |
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|
2017
Q4 | $48K | Hold |
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|
2017
Q3 | $49K | Hold |
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|
2017
Q2 | $49K | Sell |
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|
2017
Q1 | $3.47M | Hold |
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|
2016
Q4 | $3.47M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $10K | Buy |
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