Sheets Smith 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
2025
Q3
$220K Hold
2025
Q2
$218K Sell
2025
Q1
$218K Sell
2024
Q4
$227K Hold
2024
Q3
$230K Sell
2024
Q2
$296K Sell
2024
Q1
$399K Buy
2023
Q4
$402K Sell
2023
Q3
$463K Buy
2023
Q2
$471K Buy