RWA Wealth Partners’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
Q2 | – | Sell |
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|
2024
Q1 | $272K | Hold |
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|
2023
Q4 | $274K | Hold |
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|
2023
Q3 | $265K | Hold |
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|
2023
Q2 | $270K | Hold |
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|
2023
Q1 | $273K | Hold |
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|
2022
Q4 | $272K | Sell |
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|
2022
Q3 | $946K | Hold |
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|
2022
Q2 | $970K | Buy |
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|
2022
Q1 | $675K | Hold |
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|
2021
Q4 | $702K | Hold |
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|
2021
Q3 | $705K | Hold |
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|
2021
Q2 | $707K | Hold |
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|
2021
Q1 | $707K | Sell |
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|
2020
Q4 | $921K | Sell |
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|
2020
Q3 | $2.83M | Sell |
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|
2020
Q2 | $15.1M | Sell |
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|
2020
Q1 | $22.4M | Buy |
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|
2019
Q4 | $22M | Buy |
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|
2019
Q3 | $20.3M | Buy |
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|
2019
Q2 | $19.5M | Buy |
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|
2019
Q1 | $19M | Buy |
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|
2018
Q4 | $18.2M | Buy |
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|
2018
Q3 | $15.5M | Buy |
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|
2018
Q2 | $11.4M | Buy |
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|
2018
Q1 | $9.38M | Buy |
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|
2017
Q4 | $8.42M | Buy |
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