MY 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 | $476K | Sell |
9,953
-128,041
| -93% | -$6.12M | 0.46% | 22 |
|
|
2025
Q1 | $6.57M | Sell |
137,994
-348
| -0.3% | -$16.6K | 6.36% | 6 |
|
|
2024
Q4 | $6.56M | Sell |
138,342
-505
| -0.4% | -$23.9K | 6.55% | 7 |
|
|
2024
Q3 | $6.68M | Sell |
138,847
-722
| -0.5% | -$34.8K | 6.78% | 6 |
|
|
2024
Q2 | $6.59M | Buy |
139,569
+131,434
| +1,616% | +$6.2M | 7.5% | 4 |
|
|
2024
Q1 | $386K | Hold |
8,135
| – | – | 0.43% | 19 |
|
|
2023
Q4 | $389K | Hold |
8,135
| – | – | 0.37% | 21 |
|
|
2023
Q3 | $376K | Hold |
8,135
| – | – | 0.37% | 24 |
|
|
2023
Q2 | $383K | Hold |
8,135
| – | – | 0.35% | 25 |
|
|
2023
Q1 | $387K | Hold |
8,135
| – | – | 0.39% | 24 |
|
|
2022
Q4 | $382K | Hold |
8,135
| – | – | 0.58% | 20 |
|
|
2022
Q3 | $375K | Sell |
8,135
-103,838
| -93% | -$4.79M | 0.4% | 21 |
|
|
2022
Q2 | $5.29M | Sell |
111,973
-846
| -0.7% | -$40K | 5.72% | 6 |
|
|
2022
Q1 | $5.34M | Buy |
112,819
+8,591
| +8% | +$407K | 4.95% | 8 |
|
|
2021
Q4 | $5.13M | Buy |
+104,228
| New | +$5.13M | 4.51% | 9 |
|