Octavia Wealth Advisors’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 | $213K | Hold |
4,452
| – | – | 0.02% | 211 |
|
|
2025
Q1 | $212K | Hold |
4,452
| – | – | 0.03% | 214 |
|
|
2024
Q4 | $211K | Hold |
4,452
| – | – | 0.03% | 210 |
|
|
2024
Q3 | $214K | Hold |
4,452
| – | – | 0.03% | 208 |
|
|
2024
Q2 | $210K | Hold |
4,452
| – | – | 0.03% | 205 |
|
|
2024
Q1 | $211K | Hold |
4,452
| – | – | 0.03% | 204 |
|
|
2023
Q4 | $213K | Hold |
4,452
| – | – | 0.04% | 209 |
|
|
2023
Q3 | $206K | Hold |
4,452
| – | – | 0.04% | 187 |
|
|
2023
Q2 | $209K | Hold |
4,452
| – | – | 0.04% | 175 |
|
|
2023
Q1 | $212K | Hold |
4,452
| – | – | 0.05% | 172 |
|
|
2022
Q4 | $209K | Hold |
4,452
| – | – | 0.05% | 174 |
|
|
2022
Q3 | $205K | Hold |
4,452
| – | – | 0.06% | 163 |
|
|
2022
Q2 | $211K | Sell |
4,452
-3,833
| -46% | -$182K | 0.06% | 161 |
|
|
2022
Q1 | $392K | Hold |
8,285
| – | – | 0.09% | 118 |
|
|
2021
Q4 | $407K | Buy |
8,285
+1,366
| +20% | +$67.1K | 0.09% | 121 |
|
|
2021
Q3 | $342K | Buy |
6,919
+867
| +14% | +$42.9K | 0.09% | 122 |
|
|
2021
Q2 | $300K | Buy |
6,052
+800
| +15% | +$39.7K | 0.08% | 133 |
|
|
2021
Q1 | $260K | Buy |
5,252
+800
| +18% | +$39.6K | 0.08% | 143 |
|
|
2020
Q4 | $222K | Buy |
+4,452
| New | +$222K | 0.07% | 145 |
|