Wealth Enhancement Advisory Services’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 | $11.9M | Sell |
249,058
-230,092
| -48% | -$11M | 0.02% | 576 |
|
|
2025
Q1 | $22.8M | Sell |
479,150
-95,224
| -17% | -$4.53M | 0.04% | 361 |
|
|
2024
Q4 | $27.2M | Buy |
574,374
+115,602
| +25% | +$5.48M | 0.05% | 310 |
|
|
2024
Q3 | $22.1M | Sell |
458,772
-8,683
| -2% | -$418K | 0.05% | 335 |
|
|
2024
Q2 | $22.1M | Sell |
467,455
-8,427
| -2% | -$398K | 0.05% | 310 |
|
|
2024
Q1 | $22.6M | Buy |
475,882
+21,739
| +5% | +$1.03M | 0.06% | 298 |
|
|
2023
Q4 | $21.7M | Sell |
454,143
-53,581
| -11% | -$2.56M | 0.06% | 282 |
|
|
2023
Q3 | $23.5M | Buy |
+507,724
| New | +$23.5M | 0.08% | 246 |
|
|
2023
Q2 | – | Sell |
-4,974
| Closed | -$236K | – | 565 |
|
|
2023
Q1 | $236K | Buy |
+4,974
| New | +$236K | ﹤0.01% | 482 |
|
|
2022
Q3 | – | Sell |
-4,303
| Closed | -$204K | – | 380 |
|
|
2022
Q2 | $204K | Sell |
4,303
-1,047
| -20% | -$49.6K | ﹤0.01% | 322 |
|
|
2022
Q1 | $253K | Sell |
5,350
-5,384
| -50% | -$255K | ﹤0.01% | 296 |
|
|
2021
Q4 | $518K | Sell |
10,734
-3,630
| -25% | -$175K | 0.01% | 252 |
|
|
2021
Q3 | $708K | Sell |
14,364
-290
| -2% | -$14.3K | 0.01% | 233 |
|
|
2021
Q2 | $727K | Buy |
14,654
+85
| +0.6% | +$4.22K | 0.01% | 215 |
|
|
2021
Q1 | $722K | Buy |
+14,569
| New | +$722K | 0.01% | 211 |
|