Private Wealth Management Group’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 | $23.2K | Hold |
485
| – | – | 0.01% | 272 |
|
|
2025
Q1 | $23.1K | Sell |
485
-45
| -8% | -$2.14K | 0.01% | 269 |
|
|
2024
Q4 | $25.1K | Hold |
530
| – | – | 0.01% | 260 |
|
|
2024
Q3 | $25.5K | Hold |
530
| – | – | 0.01% | 242 |
|
|
2024
Q2 | $25K | Sell |
530
-42
| -7% | -$1.98K | 0.01% | 242 |
|
|
2024
Q1 | $27.1K | Sell |
572
-445
| -44% | -$21.1K | 0.01% | 227 |
|
|
2023
Q4 | $48.6K | Buy |
+1,017
| New | +$48.6K | 0.02% | 158 |
|