TritonPoint 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 | $497K | Sell |
10,384
-3,690
| -26% | -$176K | 0.05% | 213 |
|
|
2025
Q1 | $670K | Sell |
14,074
-9,129
| -39% | -$435K | 0.06% | 183 |
|
|
2024
Q4 | $1.1M | Sell |
23,203
-2,430
| -9% | -$115K | 0.1% | 144 |
|
|
2024
Q3 | $1.24M | Sell |
25,633
-6,747
| -21% | -$325K | 0.11% | 138 |
|
|
2024
Q2 | $1.53M | Sell |
32,380
-1,141
| -3% | -$53.8K | 0.15% | 125 |
|
|
2024
Q1 | $1.97M | Sell |
33,521
-8,889
| -21% | -$523K | 0.21% | 107 |
|
|
2023
Q4 | $2.03M | Buy |
+42,410
| New | +$2.03M | 0.2% | 108 |
|