Strategic Family Wealth Counselors’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 | $1.42M | Hold |
29,693
| – | – | 0.4% | 54 |
|
|
2025
Q1 | $1.41M | Buy |
+29,693
| New | +$1.41M | 0.46% | 50 |
|
|
2024
Q4 | – | Sell |
-28,889
| Closed | -$1.39M | – | 145 |
|
|
2024
Q3 | $1.39M | Hold |
28,889
| – | – | 0.49% | 47 |
|
|
2024
Q2 | $1.36M | Hold |
28,889
| – | – | 0.52% | 44 |
|
|
2024
Q1 | $1.37M | Hold |
28,889
| – | – | 0.54% | 41 |
|
|
2023
Q4 | $1.38M | Hold |
28,889
| – | – | 0.58% | 42 |
|
|
2023
Q3 | $1.34M | Hold |
28,889
| – | – | 0.64% | 37 |
|
|
2023
Q2 | $1.36M | Hold |
28,889
| – | – | 0.62% | 35 |
|
|
2023
Q1 | $1.37M | Hold |
28,889
| – | – | 0.65% | 37 |
|
|
2022
Q4 | $1.36M | Buy |
28,889
+1,252
| +5% | +$58.8K | 0.67% | 38 |
|
|
2022
Q3 | $1.27M | Buy |
27,637
+45
| +0.2% | +$2.07K | 0.63% | 34 |
|
|
2022
Q2 | $1.3M | Buy |
27,592
+38
| +0.1% | +$1.8K | 0.63% | 35 |
|
|
2022
Q1 | $1.3M | Buy |
27,554
+29
| +0.1% | +$1.37K | 0.53% | 35 |
|
|
2021
Q4 | $1.35M | Buy |
27,525
+80
| +0.3% | +$3.94K | 0.43% | 37 |
|
|
2021
Q3 | $1.36M | Buy |
27,445
+50
| +0.2% | +$2.47K | 0.46% | 33 |
|
|
2021
Q2 | $1.36M | Buy |
27,395
+52
| +0.2% | +$2.58K | 0.44% | 33 |
|
|
2021
Q1 | $1.36M | Buy |
27,343
+43
| +0.2% | +$2.13K | 0.51% | 32 |
|
|
2020
Q4 | $1.36M | Buy |
27,300
+108
| +0.4% | +$5.38K | 0.7% | 29 |
|
|
2020
Q3 | $1.36M | Buy |
27,192
+76
| +0.3% | +$3.79K | 0.76% | 25 |
|
|
2020
Q2 | $1.35M | Buy |
27,116
+83
| +0.3% | +$4.14K | 0.85% | 26 |
|
|
2020
Q1 | $1.32M | Buy |
27,033
+55
| +0.2% | +$2.69K | 0.99% | 23 |
|
|
2019
Q4 | $1.33M | Buy |
26,978
+123
| +0.5% | +$6.04K | 1.07% | 24 |
|
|
2019
Q3 | $1.32M | Buy |
26,855
+90
| +0.3% | +$4.41K | 1% | 22 |
|
|
2019
Q2 | $1.31M | Buy |
26,765
+88
| +0.3% | +$4.31K | 1.01% | 22 |
|
|
2019
Q1 | $1.29M | Buy |
26,677
+34
| +0.1% | +$1.65K | 1.05% | 22 |
|
|
2018
Q4 | $1.28M | Buy |
+26,643
| New | +$1.28M | 1.45% | 19 |
|