N.E.W. Advisory Services’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
Q2 | $370K | Sell |
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|
2025
Q1 | $438K | Buy |
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|
2024
Q4 | $420K | Sell |
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|
2024
Q3 | $448K | Hold |
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|
2024
Q2 | $439K | Buy |
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|
2024
Q1 | $442K | Hold |
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|
2023
Q4 | $445K | Sell |
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|
2023
Q3 | $435K | Sell |
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|
2023
Q2 | $448K | Sell |
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|
2023
Q1 | $660K | Sell |
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|
2022
Q4 | $711K | Sell |
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|
2022
Q3 | $721K | Sell |
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|
2022
Q2 | $782K | Sell |
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|
2022
Q1 | $954K | Buy |
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|
2021
Q4 | $887K | Buy |
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|
2021
Q3 | $891K | Sell |
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|
2021
Q2 | $911K | Sell |
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|
2021
Q1 | $952K | Buy |
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|
2020
Q4 | $948K | Sell |
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|
2020
Q3 | $990K | Buy |
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|
2020
Q2 | $993K | Buy |
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|
2019
Q4 | $1.01M | Buy |
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