LJI Wealth Management’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
Q3
$1.99M Sell
2025
Q2
$2.38M Sell
2025
Q1
$2.45M Buy
2024
Q4
$2.44M Buy
2024
Q3
$2.48M Sell
2024
Q2
$2.44M Buy
2024
Q1
Sell
2023
Q4
$2.59M Sell
2023
Q3
$3.22M Sell
2023
Q2
$3.55M Sell
2023
Q1
$4.69M Buy
2022
Q4
$3.96M Buy