Waverly 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
Q2 | $1.44M | Sell |
30,118
-4,245
| -12% | -$203K | 0.02% | 551 |
|
|
2025
Q1 | $1.64M | Sell |
34,363
-1,154
| -3% | -$54.9K | 0.02% | 519 |
|
|
2024
Q4 | $1.68M | Sell |
35,517
-489
| -1% | -$23.2K | 0.03% | 416 |
|
|
2024
Q3 | $1.73M | Sell |
36,006
-999
| -3% | -$48.1K | 0.03% | 356 |
|
|
2024
Q2 | $1.75M | Sell |
37,005
-1,503
| -4% | -$70.9K | 0.03% | 338 |
|
|
2024
Q1 | $1.83M | Buy |
+38,508
| New | +$1.83M | 0.04% | 267 |
|