WMR
Wealth Management Resources’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $599K | Buy |
12,516
+1,529
| +14% | +$73.1K | 0.2% | 27 |
|
|
2025
Q1 | $523K | Buy |
10,987
+2,440
| +29% | +$116K | 0.19% | 29 |
|
|
2024
Q4 | $405K | Sell |
8,547
-18
| -0.2% | -$853 | 0.15% | 29 |
|
|
2024
Q3 | $412K | Buy |
8,565
+1,600
| +23% | +$77K | 0.17% | 30 |
|
|
2024
Q2 | $329K | Sell |
6,965
-2,285
| -25% | -$108K | 0.14% | 32 |
|
|
2024
Q1 | $439K | Sell |
9,250
-258
| -3% | -$12.2K | 0.19% | 33 |
|
|
2023
Q4 | $454K | Sell |
9,508
-5,921
| -38% | -$283K | 0.21% | 32 |
|
|
2023
Q3 | $713K | Sell |
15,429
-15,869
| -51% | -$734K | 0.34% | 31 |
|
|
2023
Q2 | $1.47M | Buy |
31,298
+20,054
| +178% | +$944K | 0.86% | 18 |
|
|
2023
Q1 | $528K | Buy |
11,244
+1,928
| +21% | +$90.5K | 0.32% | 31 |
|
|
2022
Q4 | $438K | Buy |
9,316
+2,981
| +47% | +$140K | 0.28% | 34 |
|
|
2022
Q3 | $298K | Buy |
6,335
+214
| +3% | +$10.1K | 0.2% | 35 |
|
|
2022
Q2 | $289K | Sell |
6,121
-9,750
| -61% | -$460K | 0.18% | 38 |
|
|
2022
Q1 | $751K | Sell |
15,871
-6,911
| -30% | -$327K | 0.52% | 26 |
|
|
2021
Q4 | $1.12M | Buy |
+22,782
| New | +$1.12M | 0.72% | 20 |
|