Perigon 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 | $979K | Buy |
|
|||||
|
2025
Q2 | $936K | Buy |
|
|||||
|
2025
Q1 | $919K | Buy |
|
|||||
|
2024
Q4 | $870K | Sell |
|
|||||
|
2024
Q3 | $911K | Sell |
|
|||||
|
2024
Q2 | $936K | Sell |
|
|||||
|
2024
Q1 | $1.11M | Sell |
|
|||||
|
2023
Q4 | $1.14M | Sell |
|
|||||
|
2023
Q3 | $1.25M | Sell |
|
|||||
|
2023
Q2 | $1.33M | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $132K | Hold |
|
|||||
|
2017
Q4 | $132K | Buy |
|
|||||
|
2017
Q3 | $128K | Sell |
|
|||||
|
2017
Q2 | $158K | Buy |
|
|||||
|
2017
Q1 | $69K | Hold |
|
|||||
|
2016
Q4 | $69K | Hold |
|
|||||
|
2016
Q3 | $70K | Sell |
|
|||||
|
2016
Q2 | $170K | Buy |
|