One Wealth Advisors’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 | $238K | Sell |
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2025
Q1 | $292K | Sell |
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|
2024
Q4 | $385K | Sell |
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2024
Q3 | $396K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $855K | Sell |
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|
2023
Q4 | $1.12M | Sell |
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|
2023
Q3 | $2.29M | Sell |
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|
2023
Q2 | $2.64M | Buy |
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|
2023
Q1 | $1.65M | Sell |
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|
2022
Q4 | $1.7M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $445K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $479K | Buy |
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