Kestra Private Wealth Services’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
$470K Sell
2025
Q1
$753K Sell
2024
Q4
$1.23M Sell
2024
Q3
$2.1M Sell
2024
Q2
$2.69M Sell
2024
Q1
$2.74M Buy
2023
Q4
$2.23M Buy
2023
Q3
$436K Sell
2023
Q2
$554K Buy
2023
Q1
$460K Sell
2022
Q4
$488K Buy
2022
Q3
$209K Sell
2022
Q2
$262K Sell
2022
Q1
$361K Sell
2021
Q4
$1.44M Buy
2021
Q3
$284K Buy