RMR Wealth Builders’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

RMR Wealth Builders’s Portfolio SHM Stock Details SHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$687K	Hold
2025 Q1	$683K	Buy
2024 Q4	$601K	Hold
2024 Q3	$611K	Hold
2024 Q2	$599K	Buy
2024 Q1	$533K	Buy
2023 Q4	$526K	Buy
2021 Q2	–	Sell
2021 Q1	$42K	Hold
2020 Q4	$42K	Buy