TrueWealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-2,621
| Closed | -$126K | – | 760 |
|
|
2018
Q4 | $126K | Buy |
2,621
+12
| +0.5% | +$577 | 0.06% | 167 |
|
|
2018
Q3 | $124K | Sell |
2,609
-4,642
| -64% | -$221K | 0.06% | 179 |
|
|
2018
Q2 | $348K | Buy |
7,251
+7
| +0.1% | +$336 | 0.17% | 91 |
|
|
2018
Q1 | $346K | Buy |
7,244
+6
| +0.1% | +$287 | 0.17% | 86 |
|
|
2017
Q4 | $347K | Buy |
+7,238
| New | +$347K | 0.16% | 94 |
|