Valley Wealth Managers’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 | $71.3K | Sell |
1,491
-36
| -2% | -$1.72K | 0.01% | 186 |
|
|
2025
Q1 | $72.7K | Sell |
1,527
-56
| -4% | -$2.67K | 0.01% | 191 |
|
|
2024
Q4 | $75K | Hold |
1,583
| – | – | 0.01% | 196 |
|
|
2024
Q3 | $76.2K | Hold |
1,583
| – | – | 0.01% | 198 |
|
|
2024
Q2 | $74.7K | Sell |
1,583
-475
| -23% | -$22.4K | 0.01% | 204 |
|
|
2024
Q1 | $97.6K | Hold |
2,058
| – | – | 0.01% | 198 |
|
|
2023
Q4 | $98.4K | Hold |
2,058
| – | – | 0.01% | 196 |
|
|
2023
Q3 | $95.1K | Hold |
2,058
| – | – | 0.01% | 201 |
|
|
2023
Q2 | $96.8K | Hold |
2,058
| – | – | 0.01% | 180 |
|
|
2023
Q1 | $97.9K | Hold |
2,058
| – | – | 0.01% | 189 |
|
|
2022
Q4 | $96.7K | Sell |
2,058
-208
| -9% | -$9.77K | 0.01% | 195 |
|
|
2022
Q3 | $104K | Sell |
2,266
-2,000
| -47% | -$91.8K | 0.01% | 204 |
|
|
2022
Q2 | $202K | Buy |
+4,266
| New | +$202K | 0.02% | 178 |
|