PFW 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 | $706K | Sell |
14,757
-6,539
| -31% | -$313K | 0.22% | 76 |
|
|
2025
Q1 | $1.01M | Hold |
21,296
| – | – | 0.32% | 64 |
|
|
2024
Q4 | $1.01M | Buy |
+21,296
| New | +$1.01M | 0.31% | 64 |
|
|
2024
Q2 | $896K | Buy |
18,981
+1,549
| +9% | +$73.1K | 0.28% | 65 |
|
|
2024
Q1 | $827K | Sell |
17,432
-455
| -3% | -$21.6K | 0.25% | 73 |
|
|
2023
Q4 | $855K | Hold |
17,887
| – | – | 0.27% | 70 |
|
|
2023
Q3 | $827K | Sell |
17,887
-1,321
| -7% | -$61.1K | 0.29% | 67 |
|
|
2023
Q2 | $900K | Buy |
+19,208
| New | +$900K | 0.3% | 62 |
|
|
2019
Q3 | $920K | Buy |
+19,105
| New | +$920K | 0.28% | 68 |
|