Rockwood Wealth Management’s 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $2.06M | Sell |
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2024
Q2 | $2.11M | Buy |
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|
2024
Q1 | $1.52M | Sell |
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|
2023
Q4 | $1.55M | Sell |
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|
2023
Q3 | $1.77M | Sell |
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|
2023
Q2 | $1.82M | Buy |
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|
2023
Q1 | $1.56M | Buy |
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|
2022
Q4 | $1.32M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $459K | Sell |
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|
2022
Q1 | $771K | Sell |
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|
2021
Q4 | $810K | Buy |
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