Venturi Wealth Management’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 | $313K | Hold |
6,550
| – | – | 0.02% | 411 |
|
|
2025
Q1 | $312K | Hold |
6,550
| – | – | 0.02% | 437 |
|
|
2024
Q4 | $310K | Hold |
6,550
| – | – | 0.02% | 439 |
|
|
2024
Q3 | $315K | Hold |
6,550
| – | – | 0.02% | 379 |
|
|
2024
Q2 | $309K | Hold |
6,550
| – | – | 0.02% | 343 |
|
|
2024
Q1 | $311K | Hold |
6,550
| – | – | 0.02% | 309 |
|
|
2023
Q4 | $313K | Sell |
6,550
-620
| -9% | -$29.6K | 0.02% | 310 |
|
|
2023
Q3 | $331K | Buy |
+7,170
| New | +$331K | 0.03% | 283 |
|
|
2023
Q2 | – | Sell |
-7,170
| Closed | -$341K | – | 1226 |
|
|
2023
Q1 | $341K | Hold |
7,170
| – | – | 0.03% | 265 |
|
|
2022
Q4 | $337K | Sell |
7,170
-142
| -2% | -$6.67K | 0.03% | 271 |
|
|
2022
Q3 | $337K | Hold |
7,312
| – | – | 0.03% | 253 |
|
|
2022
Q2 | $346K | Hold |
7,312
| – | – | 0.03% | 254 |
|
|
2022
Q1 | $346K | Hold |
7,312
| – | – | 0.03% | 272 |
|
|
2021
Q4 | $360K | Hold |
7,312
| – | – | 0.03% | 272 |
|
|
2021
Q3 | $361K | Hold |
7,312
| – | – | 0.03% | 258 |
|
|
2021
Q2 | $362K | Hold |
7,312
| – | – | 0.03% | 255 |
|
|
2021
Q1 | $362K | Hold |
7,312
| – | – | 0.03% | 248 |
|
|
2020
Q4 | $364K | Buy |
+7,312
| New | +$364K | 0.04% | 236 |
|
|
2019
Q4 | – | Sell |
-4,162
| Closed | -$204K | – | 243 |
|
|
2019
Q3 | $204K | Hold |
4,162
| – | – | 0.03% | 221 |
|
|
2019
Q2 | $204K | Buy |
+4,162
| New | +$204K | 0.03% | 240 |
|