TPCW
TD Private Client Wealth’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 | $11.7M | Sell |
245,526
-3,023
| -1% | -$145K | 0.29% | 57 |
|
|
2025
Q1 | $11.8M | Sell |
248,549
-10,503
| -4% | -$500K | 0.33% | 54 |
|
|
2024
Q4 | $12.3M | Buy |
259,052
+31,115
| +14% | +$1.47M | 0.34% | 52 |
|
|
2024
Q3 | $11M | Buy |
227,937
+87
| +0% | +$4.19K | 0.32% | 58 |
|
|
2024
Q2 | $10.8M | Buy |
227,850
+17,378
| +8% | +$820K | 0.34% | 51 |
|
|
2024
Q1 | $9.98M | Buy |
210,472
+51,326
| +32% | +$2.43M | 0.33% | 55 |
|
|
2023
Q4 | $7.61M | Sell |
159,146
-11,084
| -7% | -$530K | 0.27% | 62 |
|
|
2023
Q3 | $7.87M | Sell |
170,230
-11,214
| -6% | -$518K | 0.34% | 54 |
|
|
2023
Q2 | $8.54M | Buy |
181,444
+15,529
| +9% | +$731K | 0.37% | 50 |
|
|
2023
Q1 | $7.89M | Buy |
165,915
+17,901
| +12% | +$851K | 0.35% | 48 |
|
|
2022
Q4 | $6.95M | Sell |
148,014
-42,098
| -22% | -$1.98M | 0.33% | 61 |
|
|
2022
Q3 | $8.76M | Sell |
190,112
-14,311
| -7% | -$660K | 0.45% | 41 |
|
|
2022
Q2 | $9.66M | Buy |
204,423
+21,053
| +11% | +$995K | 0.47% | 38 |
|
|
2022
Q1 | $8.68M | Buy |
183,370
+19,004
| +12% | +$899K | 0.37% | 53 |
|
|
2021
Q4 | $8.08M | Sell |
164,366
-22,995
| -12% | -$1.13M | 0.34% | 60 |
|
|
2021
Q3 | $9.26M | Buy |
187,361
+6,421
| +4% | +$317K | 0.4% | 52 |
|
|
2021
Q2 | $8.97M | Buy |
180,940
+4,492
| +3% | +$223K | 0.38% | 55 |
|
|
2021
Q1 | $8.74M | Buy |
176,448
+26,517
| +18% | +$1.31M | 0.41% | 52 |
|
|
2020
Q4 | $7.47M | Buy |
149,931
+5,592
| +4% | +$278K | 0.38% | 56 |
|
|
2020
Q3 | $7.2M | Buy |
144,339
+11,875
| +9% | +$592K | 0.4% | 59 |
|
|
2020
Q2 | $6.61M | Buy |
132,464
+17,811
| +16% | +$888K | 0.39% | 61 |
|
|
2020
Q1 | $5.61M | Sell |
114,653
-50,292
| -30% | -$2.46M | 0.4% | 56 |
|
|
2019
Q4 | $8.1M | Buy |
+164,945
| New | +$8.1M | 0.48% | 52 |
|