WCM
Wealthcare Capital Management’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 | $1.57M | Buy |
32,857
+252
| +0.8% | +$12.1K | 0.17% | 23 |
|
|
2025
Q1 | $1.55M | Sell |
32,605
-7,471
| -19% | -$356K | 0.16% | 27 |
|
|
2024
Q4 | $1.9M | Buy |
40,076
+953
| +2% | +$45.2K | 0.19% | 25 |
|
|
2024
Q3 | $1.88M | Buy |
39,123
+3,406
| +10% | +$164K | 0.19% | 24 |
|
|
2024
Q2 | $1.69M | Buy |
35,717
+3,623
| +11% | +$171K | 0.18% | 24 |
|
|
2024
Q1 | $1.52M | Sell |
32,094
-2,668
| -8% | -$127K | 0.17% | 23 |
|
|
2023
Q4 | $1.66M | Sell |
34,762
-16,183
| -32% | -$773K | 0.19% | 21 |
|
|
2023
Q3 | $2.36M | Sell |
50,945
-6,181
| -11% | -$286K | 0.29% | 16 |
|
|
2023
Q2 | $2.69M | Buy |
57,126
+30,807
| +117% | +$1.45M | 0.31% | 15 |
|
|
2023
Q1 | $1.25M | Buy |
26,319
+17,668
| +204% | +$840K | 0.15% | 26 |
|
|
2022
Q4 | $406K | Sell |
8,651
-20,977
| -71% | -$986K | 0.05% | 52 |
|
|
2022
Q3 | $1.37M | Buy |
29,628
+593
| +2% | +$27.3K | 0.17% | 20 |
|
|
2022
Q2 | $1.37M | Buy |
29,035
+7,863
| +37% | +$372K | 0.15% | 19 |
|
|
2022
Q1 | $1M | Sell |
21,172
-985
| -4% | -$46.6K | 0.1% | 35 |
|
|
2021
Q4 | $1.09M | Sell |
22,157
-6,913
| -24% | -$340K | 0.1% | 33 |
|
|
2021
Q3 | $1.44M | Sell |
29,070
-5,356
| -16% | -$265K | 0.14% | 23 |
|
|
2021
Q2 | $1.71M | Buy |
+34,426
| New | +$1.71M | 0.16% | 20 |
|
|
2019
Q2 | – | Sell |
-1,973
| Closed | -$96K | – | 191 |
|
|
2019
Q1 | $96K | Buy |
1,973
+3
| +0.2% | +$146 | 0.01% | 78 |
|
|
2018
Q4 | $95K | Buy |
1,970
+7
| +0.4% | +$338 | 0.01% | 75 |
|
|
2018
Q3 | $94K | Sell |
1,963
-16,150
| -89% | -$773K | 0.01% | 70 |
|
|
2018
Q2 | $869K | Buy |
18,113
+1,650
| +10% | +$79.2K | 0.1% | 21 |
|
|
2018
Q1 | $787K | Buy |
16,463
+5,243
| +47% | +$251K | 0.09% | 23 |
|
|
2017
Q4 | $538K | Buy |
11,220
+1,268
| +13% | +$60.8K | 0.06% | 27 |
|
|
2017
Q3 | $484K | Sell |
9,952
-2,145
| -18% | -$104K | 0.05% | 31 |
|
|
2017
Q2 | $587K | Buy |
12,097
+1,765
| +17% | +$85.6K | 0.07% | 27 |
|
|
2017
Q1 | $500K | Buy |
10,332
+1,280
| +14% | +$61.9K | 0.05% | 29 |
|
|
2016
Q4 | $434K | Sell |
9,052
-12,483
| -58% | -$599K | 0.05% | 31 |
|
|
2016
Q3 | $1.05M | Sell |
21,535
-1,385
| -6% | -$67.7K | 0.12% | 15 |
|
|
2016
Q2 | $1.13M | Sell |
22,920
-98
| -0.4% | -$4.81K | 0.13% | 14 |
|
|
2016
Q1 | $1.12M | Sell |
23,018
-36,522
| -61% | -$1.78M | 0.13% | 13 |
|
|
2015
Q4 | $1.45M | Buy |
59,540
+35,090
| +144% | +$855K | 0.18% | 13 |
|
|
2015
Q3 | $596K | Buy |
24,450
+5,412
| +28% | +$132K | 0.07% | 23 |
|
|
2015
Q2 | $462K | Sell |
19,038
-13,931
| -42% | -$338K | 0.05% | 24 |
|
|
2015
Q1 | $802K | Buy |
32,969
+10,874
| +49% | +$265K | 0.1% | 30 |
|
|
2014
Q4 | $537K | Sell |
22,095
-1,179
| -5% | -$28.7K | 0.07% | 22 |
|
|
2014
Q3 | $568K | Buy |
23,274
+663
| +3% | +$16.2K | 0.08% | 20 |
|
|
2014
Q2 | $550K | Sell |
22,611
-2,988
| -12% | -$72.7K | 0.08% | 21 |
|
|
2014
Q1 | $621K | Buy |
+25,599
| New | +$621K | 0.1% | 19 |
|