SteelPeak Wealth’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 | $2.66M | Buy |
55,541
+847
| +2% | +$40.5K | 0.1% | 153 |
|
|
2025
Q1 | $2.6M | Sell |
54,694
-1,835
| -3% | -$87.3K | 0.11% | 143 |
|
|
2024
Q4 | $2.68M | Sell |
56,529
-298
| -0.5% | -$14.1K | 0.11% | 142 |
|
|
2024
Q3 | $2.74M | Sell |
56,827
-2,626
| -4% | -$126K | 0.12% | 129 |
|
|
2024
Q2 | $2.81M | Sell |
59,453
-8,541
| -13% | -$403K | 0.13% | 126 |
|
|
2024
Q1 | $3.23M | Buy |
+67,994
| New | +$3.23M | 0.16% | 115 |
|
|
2023
Q1 | – | Sell |
-34,678
| Closed | -$1.63M | – | 410 |
|
|
2022
Q4 | $1.63M | Sell |
34,678
-15,963
| -32% | -$750K | 0.12% | 135 |
|
|
2022
Q3 | $2.33M | Sell |
50,641
-16,948
| -25% | -$781K | 0.17% | 104 |
|
|
2022
Q2 | $3.19M | Buy |
67,589
+2,922
| +5% | +$138K | 0.23% | 84 |
|
|
2022
Q1 | $3.06M | Buy |
64,667
+12,558
| +24% | +$594K | 0.17% | 90 |
|
|
2021
Q4 | $2.56M | Buy |
52,109
+5,893
| +13% | +$290K | 0.14% | 102 |
|
|
2021
Q3 | $2.28M | Sell |
46,216
-904
| -2% | -$44.7K | 0.15% | 100 |
|
|
2021
Q2 | $2.34M | Buy |
47,120
+1,828
| +4% | +$90.6K | 0.16% | 103 |
|
|
2021
Q1 | $2.25M | Buy |
+45,292
| New | +$2.25M | 0.18% | 95 |
|