Keebeck Wealth Management’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
Q2 | $235K | Buy |
+4,922
| New | +$235K | 0.03% | 311 |
|
|
2024
Q3 | – | Sell |
-5,664
| Closed | -$267K | – | 274 |
|
|
2024
Q2 | $267K | Sell |
5,664
-2,796
| -33% | -$132K | 0.04% | 230 |
|
|
2024
Q1 | $401K | Sell |
8,460
-982
| -10% | -$46.6K | 0.06% | 203 |
|
|
2023
Q4 | $451K | Sell |
9,442
-17,869
| -65% | -$854K | 0.07% | 188 |
|
|
2023
Q3 | $1.26M | Buy |
27,311
+2,779
| +11% | +$128K | 0.22% | 105 |
|
|
2023
Q2 | $1.15M | Buy |
24,532
+5,777
| +31% | +$272K | 0.16% | 117 |
|
|
2023
Q1 | $892K | Buy |
18,755
+1,913
| +11% | +$91K | 0.14% | 119 |
|
|
2022
Q4 | $791K | Sell |
16,842
-21,462
| -56% | -$1.01M | 0.14% | 121 |
|
|
2022
Q3 | $1.77M | Buy |
38,304
+9,823
| +34% | +$453K | 0.34% | 67 |
|
|
2022
Q2 | $1.35M | Buy |
28,481
+20,063
| +238% | +$948K | 0.26% | 88 |
|
|
2022
Q1 | $398K | Buy |
+8,418
| New | +$398K | 0.07% | 179 |
|