Northwest 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 | $511K | Hold |
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|
2025
Q2 | $507K | Hold |
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|
2025
Q1 | $505K | Buy |
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|
2024
Q4 | $500K | Hold |
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|
2024
Q3 | $508K | Hold |
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|
2024
Q2 | $498K | Hold |
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|
2024
Q1 | $501K | Hold |
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|
2023
Q4 | $505K | Sell |
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|
2023
Q3 | $806K | Hold |
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|
2023
Q2 | $820K | Hold |
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|
2023
Q1 | $829K | Hold |
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|
2022
Q4 | $819K | Hold |
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|
2022
Q3 | $803K | Hold |
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|
2022
Q2 | $824K | Hold |
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|
2022
Q1 | $825K | Hold |
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|
2021
Q4 | $857K | Sell |
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|
2021
Q3 | $878K | Sell |
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|
2021
Q2 | $891K | Sell |
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|
2021
Q1 | $909K | Buy |
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|
2020
Q4 | $890K | Buy |
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|
2020
Q3 | $891K | Sell |
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|
2020
Q2 | $907K | Sell |
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|
2020
Q1 | $911K | Sell |
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|
2019
Q4 | $1.24M | Hold |
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|
2019
Q3 | $1.24M | Buy |
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|
2019
Q2 | $1.21M | Buy |
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|
2019
Q1 | $809K | Buy |
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|
2018
Q4 | $781K | Hold |
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|
2018
Q3 | $775K | Buy |
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|
2018
Q2 | $485K | Buy |
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|
2018
Q1 | $371K | Buy |
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|
2017
Q4 | $266K | Hold |
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|
2017
Q3 | $270K | Sell |
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|
2017
Q2 | $513K | Hold |
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|
2017
Q1 | $512K | Sell |
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|
2016
Q4 | $637K | Buy |
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