Spire Wealth Management’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $156K | Sell |
3,261
-533
| -14% | -$25.5K | 0.01% | 829 |
|
|
2025
Q1 | $181K | Hold |
3,794
| – | – | 0.01% | 843 |
|
|
2024
Q4 | $180K | Hold |
3,794
| – | – | 0.01% | 851 |
|
|
2024
Q3 | $183K | Sell |
3,794
-1,153
| -23% | -$55.5K | 0.01% | 752 |
|
|
2024
Q2 | $233K | Hold |
4,947
| – | – | 0.01% | 685 |
|
|
2024
Q1 | $235K | Sell |
4,947
-16
| -0.3% | -$759 | ﹤0.01% | 734 |
|
|
2023
Q4 | $236K | Sell |
4,963
-196
| -4% | -$9.32K | 0.01% | 714 |
|
|
2023
Q3 | $239K | Buy |
5,159
+81
| +2% | +$3.75K | 0.01% | 662 |
|
|
2023
Q2 | $239K | Sell |
5,078
-2,741
| -35% | -$129K | 0.01% | 673 |
|
|
2023
Q1 | $372K | Buy |
7,819
+7,520
| +2,515% | +$358K | 0.01% | 564 |
|
|
2022
Q4 | $14K | Sell |
299
-12
| -4% | -$562 | ﹤0.01% | 1503 |
|
|
2022
Q3 | $14K | Sell |
311
-8,300
| -96% | -$374K | ﹤0.01% | 1467 |
|
|
2022
Q2 | $407K | Sell |
8,611
-3,541
| -29% | -$167K | 0.02% | 528 |
|
|
2022
Q1 | $575K | Hold |
12,152
| – | – | 0.02% | 528 |
|
|
2021
Q4 | $598K | Hold |
12,152
| – | – | 0.01% | 633 |
|
|
2021
Q3 | $600K | Hold |
12,152
| – | – | 0.02% | 545 |
|
|
2021
Q2 | $602K | Hold |
12,152
| – | – | 0.02% | 562 |
|
|
2021
Q1 | $602K | Buy |
+12,152
| New | +$602K | 0.02% | 606 |
|