Morton Brown Family Wealth’s State Street 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 | $7.86K | Hold |
|
|||||
|
2025
Q2 | $7.8K | Sell |
|
|||||
|
2025
Q1 | $8.28K | Hold |
|
|||||
|
2024
Q4 | $8.25K | Hold |
|
|||||
|
2024
Q3 | $8.38K | Sell |
|
|||||
|
2024
Q2 | $31.3K | Hold |
|
|||||
|
2024
Q1 | $31.3K | Sell |
|
|||||
|
2023
Q4 | $36.6K | Buy |
|
|||||
|
2023
Q3 | $24.8K | Sell |
|
|||||
|
2023
Q2 | $183K | Sell |
|
|||||
|
2023
Q1 | $187K | Sell |
|
|||||
|
2022
Q4 | $201K | Sell |
|
|||||
|
2022
Q3 | $260K | Sell |
|
|||||
|
2022
Q2 | $573K | Sell |
|
|||||
|
2022
Q1 | $578K | Sell |
|
|||||
|
2021
Q4 | $746K | Buy |
|