One 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 | $238K | Sell |
4,971
-1,169
| -19% | -$55.9K | 0.03% | 256 |
|
|
2025
Q1 | $292K | Sell |
6,140
-1,988
| -24% | -$94.6K | 0.04% | 219 |
|
|
2024
Q4 | $385K | Sell |
8,128
-105
| -1% | -$4.98K | 0.06% | 155 |
|
|
2024
Q3 | $396K | Buy |
+8,233
| New | +$396K | 0.06% | 160 |
|
|
2024
Q2 | – | Sell |
-18,027
| Closed | -$855K | – | 261 |
|
|
2024
Q1 | $855K | Sell |
18,027
-5,442
| -23% | -$258K | 0.15% | 84 |
|
|
2023
Q4 | $1.12M | Sell |
23,469
-26,155
| -53% | -$1.25M | 0.22% | 65 |
|
|
2023
Q3 | $2.29M | Sell |
49,624
-6,586
| -12% | -$304K | 0.51% | 42 |
|
|
2023
Q2 | $2.64M | Buy |
56,210
+21,598
| +62% | +$1.02M | 0.56% | 36 |
|
|
2023
Q1 | $1.65M | Sell |
34,612
-1,675
| -5% | -$79.6K | 0.38% | 42 |
|
|
2022
Q4 | $1.7M | Buy |
+36,287
| New | +$1.7M | 0.39% | 46 |
|
|
2022
Q3 | – | Sell |
-9,424
| Closed | -$445K | – | 207 |
|
|
2022
Q2 | $445K | Buy |
+9,424
| New | +$445K | 0.12% | 97 |
|
|
2021
Q4 | – | Sell |
-9,703
| Closed | -$479K | – | 212 |
|
|
2021
Q3 | $479K | Buy |
+9,703
| New | +$479K | 0.14% | 99 |
|