SWA
Strategies Wealth Advisors’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 | $5.67M | Sell |
118,525
-7,292
| -6% | -$349K | 0.62% | 23 |
|
|
2025
Q1 | $5.99M | Sell |
125,817
-1,190
| -0.9% | -$56.6K | 0.73% | 18 |
|
|
2024
Q4 | $6.06M | Sell |
127,007
-13,348
| -10% | -$637K | 0.75% | 17 |
|
|
2024
Q3 | $6.76M | Buy |
140,355
+24,512
| +21% | +$1.18M | 0.9% | 17 |
|
|
2024
Q2 | $5.47M | Sell |
115,843
-1,077
| -0.9% | -$50.8K | 0.8% | 19 |
|
|
2024
Q1 | $5.55M | Sell |
116,920
-1,920
| -2% | -$91.1K | 0.85% | 19 |
|
|
2023
Q4 | $5.68M | Sell |
118,840
-3,486
| -3% | -$167K | 0.97% | 17 |
|
|
2023
Q3 | $5.66M | Buy |
122,326
+3,757
| +3% | +$174K | 1.11% | 18 |
|
|
2023
Q2 | $5.58M | Buy |
118,569
+6,961
| +6% | +$328K | 1.14% | 17 |
|
|
2023
Q1 | $5.31M | Buy |
111,608
+9,197
| +9% | +$437K | 1.17% | 16 |
|
|
2022
Q4 | $4.81M | Buy |
+102,411
| New | +$4.81M | 1.19% | 17 |
|
|
2022
Q2 | $4.6M | Sell |
97,287
-3,932
| -4% | -$186K | 1.32% | 16 |
|
|
2022
Q1 | $4.79M | Buy |
101,219
+3,436
| +4% | +$163K | 1.28% | 16 |
|
|
2021
Q4 | $4.81M | Buy |
+97,783
| New | +$4.81M | 1.35% | 18 |
|