TRUE Private Wealth Advisors’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
Q1 | – | Sell |
-5,289
| Closed | -$251K | – | 238 |
|
|
2024
Q4 | $251K | Sell |
5,289
-1,532
| -22% | -$72.6K | 0.03% | 199 |
|
|
2024
Q3 | $328K | Sell |
6,821
-2,371
| -26% | -$114K | 0.04% | 161 |
|
|
2024
Q2 | $434K | Sell |
9,192
-5,887
| -39% | -$278K | 0.05% | 178 |
|
|
2024
Q1 | $715K | Sell |
15,079
-7,021
| -32% | -$333K | 0.08% | 127 |
|
|
2023
Q4 | $1.06M | Sell |
22,100
-17,468
| -44% | -$835K | 0.13% | 93 |
|
|
2023
Q3 | $1.83M | Buy |
+39,568
| New | +$1.83M | 0.25% | 66 |
|