Prosperity Planning’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 | – | Hold |
0
| – | -$1.06M | – | 52 |
|
|
2025
Q1 | – | Hold |
0
| – | -$1.06M | – | 51 |
|
|
2024
Q4 | – | Hold |
0
| – | -$1.07M | – | 52 |
|
|
2024
Q3 | – | Sell |
-22,232
| Closed | -$1.05M | – | 52 |
|
|
2024
Q2 | $1.05M | Buy |
+22,232
| New | +$1.05M | 0.36% | 49 |
|
|
2024
Q1 | – | Hold |
0
| – | -$1.06M | – | 47 |
|
|
2023
Q4 | – | Hold |
0
| – | -$1.03M | – | 47 |
|
|
2023
Q3 | – | Hold |
0
| – | -$1.05M | – | 46 |
|
|
2023
Q2 | – | Hold |
0
| – | -$1.06M | – | 47 |
|
|
2023
Q1 | – | Hold |
0
| – | -$1.04M | – | 47 |
|
|
2022
Q4 | – | Hold |
0
| – | -$1.72M | – | 43 |
|
|
2022
Q3 | – | Hold |
0
| – | -$1.52M | – | 29 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 30 |
|