Morton Brown Family Wealth’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 | $7.8K | Sell |
163
-11
| -6% | -$526 | ﹤0.01% | 208 |
|
|
2025
Q1 | $8.28K | Hold |
174
| – | – | ﹤0.01% | 205 |
|
|
2024
Q4 | $8.25K | Hold |
174
| – | – | ﹤0.01% | 185 |
|
|
2024
Q3 | $8.38K | Sell |
174
-486
| -74% | -$23.4K | ﹤0.01% | 175 |
|
|
2024
Q2 | $31.3K | Hold |
660
| – | – | 0.01% | 109 |
|
|
2024
Q1 | $31.3K | Sell |
660
-106
| -14% | -$5.03K | 0.01% | 108 |
|
|
2023
Q4 | $36.6K | Buy |
766
+229
| +43% | +$10.9K | 0.02% | 116 |
|
|
2023
Q3 | $24.8K | Sell |
537
-3,343
| -86% | -$155K | 0.01% | 105 |
|
|
2023
Q2 | $183K | Sell |
3,880
-55
| -1% | -$2.59K | 0.1% | 46 |
|
|
2023
Q1 | $187K | Sell |
3,935
-350
| -8% | -$16.6K | 0.11% | 46 |
|
|
2022
Q4 | $201K | Sell |
4,285
-1,349
| -24% | -$63.4K | 0.14% | 44 |
|
|
2022
Q3 | $260K | Sell |
5,634
-6,494
| -54% | -$300K | 0.21% | 34 |
|
|
2022
Q2 | $573K | Sell |
12,128
-85
| -0.7% | -$4.02K | 0.44% | 28 |
|
|
2022
Q1 | $578K | Sell |
12,213
-2,951
| -19% | -$140K | 0.44% | 29 |
|
|
2021
Q4 | $746K | Buy |
+15,164
| New | +$746K | 0.57% | 27 |
|