Premier Path Wealth Partners’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 | $1.92M | Sell |
40,080
-3,240
| -7% | -$155K | 0.27% | 87 |
|
|
2025
Q1 | $2.06M | Sell |
43,320
-1,649
| -4% | -$78.5K | 0.32% | 74 |
|
|
2024
Q4 | $2.13M | Sell |
44,969
-1,388
| -3% | -$65.8K | 0.32% | 70 |
|
|
2024
Q3 | $2.23M | Sell |
46,357
-588
| -1% | -$28.3K | 0.35% | 67 |
|
|
2024
Q2 | $2.22M | Buy |
46,945
+4,768
| +11% | +$225K | 0.38% | 62 |
|
|
2024
Q1 | $2.02M | Buy |
42,177
+7,388
| +21% | +$354K | 0.38% | 68 |
|
|
2023
Q4 | $1.64M | Buy |
+34,789
| New | +$1.64M | 0.36% | 61 |
|