RMR Wealth Builders’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $700K | Sell |
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|
2025
Q3 | $873K | Buy |
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|
2025
Q2 | $687K | Hold |
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|
2025
Q1 | $683K | Buy |
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|
2024
Q4 | $601K | Hold |
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|
2024
Q3 | $611K | Hold |
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|
2024
Q2 | $599K | Buy |
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|
2024
Q1 | $533K | Buy |
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|
2023
Q4 | $526K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $42K | Hold |
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|
2020
Q4 | $42K | Buy |
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