SSWM
Sheets Smith Wealth Management’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 | $218K | Sell |
4,552
-31
| -0.7% | -$1.48K | 0.03% | 385 |
|
|
2025
Q1 | $218K | Sell |
4,583
-200
| -4% | -$9.52K | 0.03% | 339 |
|
|
2024
Q4 | $227K | Hold |
4,783
| – | – | 0.03% | 358 |
|
|
2024
Q3 | $230K | Sell |
4,783
-1,481
| -24% | -$71.3K | 0.03% | 347 |
|
|
2024
Q2 | $296K | Sell |
6,264
-2,143
| -25% | -$101K | 0.04% | 320 |
|
|
2024
Q1 | $399K | Buy |
8,407
+4
| +0% | +$190 | 0.04% | 290 |
|
|
2023
Q4 | $402K | Sell |
8,403
-1,616
| -16% | -$77.2K | 0.06% | 254 |
|
|
2023
Q3 | $463K | Buy |
10,019
+12
| +0.1% | +$555 | 0.07% | 207 |
|
|
2023
Q2 | $471K | Buy |
+10,007
| New | +$471K | 0.07% | 212 |
|