Paulson Wealth Management’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 | $2.19M | Sell |
45,810
-1,691
| -4% | -$80.9K | 0.57% | 24 |
|
|
2025
Q1 | $2.26M | Sell |
47,501
-2,535
| -5% | -$121K | 0.64% | 22 |
|
|
2024
Q4 | $2.37M | Sell |
50,036
-6,969
| -12% | -$330K | 0.65% | 24 |
|
|
2024
Q3 | $2.74M | Sell |
57,005
-21,541
| -27% | -$1.04M | 0.73% | 23 |
|
|
2024
Q2 | $3.71M | Sell |
78,546
-6,251
| -7% | -$295K | 1.08% | 17 |
|
|
2024
Q1 | $4.02M | Sell |
84,797
-6,010
| -7% | -$285K | 1.18% | 16 |
|
|
2023
Q4 | $4.34M | Sell |
90,807
-3,696
| -4% | -$177K | 1.39% | 16 |
|
|
2023
Q3 | $4.37M | Sell |
94,503
-9,450
| -9% | -$437K | 1.53% | 14 |
|
|
2023
Q2 | $4.89M | Sell |
103,953
-14,250
| -12% | -$670K | 1.67% | 14 |
|
|
2023
Q1 | $5.62M | Sell |
118,203
-4,747
| -4% | -$226K | 2.5% | 11 |
|
|
2022
Q4 | $5.78M | Buy |
122,950
+54,579
| +80% | +$2.56M | 2.82% | 11 |
|
|
2022
Q3 | $3.15M | Buy |
+68,371
| New | +$3.15M | 1.7% | 11 |
|
|
2021
Q4 | – | Sell |
-10,507
| Closed | -$519K | – | 100 |
|
|
2021
Q3 | $519K | Buy |
+10,507
| New | +$519K | 0.25% | 48 |
|
|
2021
Q1 | – | Sell |
-4,043
| Closed | -$201K | – | 89 |
|
|
2020
Q4 | $201K | Sell |
4,043
-601
| -13% | -$29.9K | 0.12% | 77 |
|
|
2020
Q3 | $232K | Sell |
4,644
-507
| -10% | -$25.3K | 0.15% | 76 |
|
|
2020
Q2 | $257K | Sell |
5,151
-369
| -7% | -$18.4K | 0.18% | 73 |
|
|
2020
Q1 | $271K | Buy |
+5,520
| New | +$271K | 0.21% | 69 |
|
|
2019
Q4 | – | Sell |
-4,872
| Closed | -$239K | – | 109 |
|
|
2019
Q3 | $239K | Sell |
4,872
-5
| -0.1% | -$245 | 0.18% | 91 |
|
|
2019
Q2 | $239K | Sell |
4,877
-297
| -6% | -$14.6K | 0.18% | 93 |
|
|
2019
Q1 | $251K | Buy |
5,174
+213
| +4% | +$10.3K | 0.19% | 96 |
|
|
2018
Q4 | $239K | Sell |
4,961
-2,005
| -29% | -$96.6K | 0.2% | 100 |
|
|
2018
Q3 | $331K | Sell |
6,966
-108
| -2% | -$5.13K | 0.3% | 84 |
|
|
2018
Q2 | $339K | Sell |
7,074
-1,686
| -19% | -$80.8K | 0.33% | 73 |
|
|
2018
Q1 | $419K | Sell |
8,760
-418
| -5% | -$20K | 0.42% | 66 |
|
|
2017
Q4 | $440K | Buy |
+9,178
| New | +$440K | 0.39% | 65 |
|