Modera 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 | $1.18M | Buy |
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|
2025
Q2 | $1.17M | Hold |
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|
2025
Q1 | $1.16M | Sell |
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|
2024
Q4 | $1.17M | Sell |
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|
2024
Q3 | $1.39M | Buy |
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|
2024
Q2 | $1.16M | Buy |
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|
2024
Q1 | $1.14M | Sell |
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|
2023
Q4 | $1.18M | Sell |
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|
2023
Q3 | $1.52M | Sell |
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|
2023
Q2 | $1.59M | Buy |
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|
2023
Q1 | $1.08M | Sell |
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|
2022
Q4 | $1.45M | Sell |
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|
2022
Q3 | $2.55M | Sell |
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|
2022
Q2 | $3.85M | Sell |
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|
2022
Q1 | $6.04M | Buy |
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|
2021
Q4 | $2.16M | Buy |
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|
2021
Q3 | $2.15M | Sell |
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|
2021
Q2 | $2.41M | Sell |
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|
2021
Q1 | $2.43M | Sell |
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|
2020
Q4 | $2.47M | Buy |
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|
2020
Q3 | $242K | Hold |
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|
2020
Q2 | $242K | Sell |
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|
2020
Q1 | $242K | Buy |
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|
2019
Q4 | $230K | Hold |
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|
2019
Q3 | $230K | Hold |
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|
2019
Q2 | $229K | Hold |
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|
2019
Q1 | $227K | Hold |
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|
2018
Q4 | $225K | Hold |
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|
2018
Q3 | $223K | Hold |
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|
2018
Q2 | $225K | Sell |
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|
2018
Q1 | $229K | Sell |
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|
2017
Q4 | $241K | Sell |
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|
2017
Q3 | $271K | Hold |
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|
2017
Q2 | $270K | Hold |
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|
2017
Q1 | $270K | Sell |
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|
2016
Q4 | $311K | Sell |
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|
2016
Q3 | $341K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $466K | Sell |
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|
2015
Q3 | $483K | Sell |
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|
2015
Q2 | $494K | Sell |
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|
2015
Q1 | $515K | Sell |
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|
2014
Q4 | $537K | Sell |
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|
2014
Q3 | $625K | Sell |
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|
2014
Q2 | $637K | Sell |
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|
2014
Q1 | $669K | Sell |
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|
2013
Q4 | $714K | Sell |
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|
2013
Q3 | $813K | Hold |
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|
2013
Q2 | $802K | Buy |
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