Rise 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 | $20K | Sell |
417
-89
| -18% | -$4.26K | 0.01% | 538 |
|
|
2025
Q1 | $24.1K | Buy |
506
+2
| +0.4% | +$95 | 0.01% | 412 |
|
|
2024
Q4 | $23.9K | Buy |
504
+94
| +23% | +$4.46K | 0.01% | 539 |
|
|
2024
Q3 | $19.7K | Buy |
+410
| New | +$19.7K | 0.01% | 702 |
|
|
2024
Q2 | – | Sell |
-307
| Closed | -$14.6K | – | 1267 |
|
|
2024
Q1 | $14.6K | Buy |
307
+1
| +0.3% | +$47 | 0.01% | 871 |
|
|
2023
Q4 | $14.6K | Buy |
+306
| New | +$14.6K | 0.01% | 285 |
|