RMR Wealth Builders’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $687K | Hold |
14,359
| – | – | 0.06% | 147 |
|
|
2025
Q1 | $683K | Buy |
14,359
+1,675
| +13% | +$79.7K | 0.07% | 130 |
|
|
2024
Q4 | $601K | Hold |
12,684
| – | – | 0.06% | 141 |
|
|
2024
Q3 | $611K | Hold |
12,684
| – | – | 0.06% | 134 |
|
|
2024
Q2 | $599K | Buy |
12,684
+1,446
| +13% | +$68.2K | 0.07% | 139 |
|
|
2024
Q1 | $533K | Buy |
11,238
+225
| +2% | +$10.7K | 0.06% | 146 |
|
|
2023
Q4 | $526K | Buy |
+11,013
| New | +$526K | 0.07% | 142 |
|
|
2021
Q2 | – | Sell |
-852
| Closed | -$42K | – | 613 |
|
|
2021
Q1 | $42K | Hold |
852
| – | – | 0.01% | 390 |
|
|
2020
Q4 | $42K | Buy |
+852
| New | +$42K | 0.02% | 275 |
|