LJI 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 | $2.38M | Sell |
49,766
-1,692
| -3% | -$80.9K | 0.41% | 29 |
|
|
2025
Q1 | $2.45M | Buy |
51,458
+2
| +0% | +$95 | 0.49% | 27 |
|
|
2024
Q4 | $2.44M | Buy |
51,456
+3
| +0% | +$142 | 0.48% | 28 |
|
|
2024
Q3 | $2.48M | Sell |
51,453
-198
| -0.4% | -$9.53K | 0.51% | 28 |
|
|
2024
Q2 | $2.44M | Buy |
+51,651
| New | +$2.44M | 0.54% | 26 |
|
|
2024
Q1 | – | Sell |
-54,290
| Closed | -$2.59M | – | 166 |
|
|
2023
Q4 | $2.59M | Sell |
54,290
-15,263
| -22% | -$729K | 0.67% | 25 |
|
|
2023
Q3 | $3.22M | Sell |
69,553
-5,872
| -8% | -$271K | 0.93% | 20 |
|
|
2023
Q2 | $3.55M | Sell |
75,425
-23,175
| -24% | -$1.09M | 1.03% | 19 |
|
|
2023
Q1 | $4.69M | Buy |
98,600
+14,320
| +17% | +$681K | 1.48% | 15 |
|
|
2022
Q4 | $3.96M | Buy |
+84,280
| New | +$3.96M | 1.39% | 16 |
|