LGT Financial Advisors’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 | $335 | Buy |
+7
| New | +$335 | ﹤0.01% | 458 |
|
|
2025
Q1 | – | Sell |
-87
| Closed | -$4.13K | – | 654 |
|
|
2024
Q4 | $4.13K | Buy |
87
+1
| +1% | +$47 | 0.01% | 581 |
|
|
2024
Q3 | $4.16K | Hold |
86
| – | – | 0.01% | 567 |
|
|
2024
Q2 | $4.06K | Sell |
86
-37
| -30% | -$1.75K | 0.01% | 629 |
|
|
2024
Q1 | $5.82K | Buy |
123
+1
| +0.8% | +$47 | 0.01% | 597 |
|
|
2023
Q4 | $5.85K | Sell |
122
-23
| -16% | -$1.1K | 0.01% | 602 |
|
|
2023
Q3 | $6.7K | Sell |
145
-994
| -87% | -$45.9K | 0.01% | 560 |
|
|
2023
Q2 | $53.6K | Buy |
+1,139
| New | +$53.6K | 0.06% | 159 |
|