WealthShield Partners’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 | $205K | Hold |
4,296
| – | – | 0.02% | 324 |
|
|
2025
Q1 | $204K | Buy |
4,296
+2,584
| +151% | +$123K | 0.03% | 315 |
|
|
2024
Q4 | $81.1K | Hold |
1,712
| – | – | 0.01% | 359 |
|
|
2024
Q3 | $82.4K | Hold |
1,712
| – | – | 0.01% | 361 |
|
|
2024
Q2 | $80.8K | Sell |
1,712
-872
| -34% | -$41.2K | 0.01% | 338 |
|
|
2024
Q1 | $123K | Sell |
2,584
-2,198
| -46% | -$104K | 0.02% | 304 |
|
|
2023
Q4 | $229K | Hold |
4,782
| – | – | 0.04% | 266 |
|
|
2023
Q3 | $221K | Hold |
4,782
| – | – | 0.03% | 279 |
|
|
2023
Q2 | $225K | Sell |
4,782
-247
| -5% | -$11.6K | 0.03% | 279 |
|
|
2023
Q1 | $239K | Sell |
5,029
-7,222
| -59% | -$343K | 0.04% | 273 |
|
|
2022
Q4 | $576K | Buy |
12,251
+1,110
| +10% | +$52.1K | 0.11% | 181 |
|
|
2022
Q3 | $513K | Buy |
11,141
+1,397
| +14% | +$64.3K | 0.1% | 193 |
|
|
2022
Q2 | $461K | Sell |
9,744
-600
| -6% | -$28.4K | 0.09% | 209 |
|
|
2022
Q1 | $490K | Sell |
10,344
-1,256
| -11% | -$59.5K | 0.08% | 235 |
|
|
2021
Q4 | $571K | Buy |
11,600
+6,768
| +140% | +$333K | 0.1% | 180 |
|
|
2021
Q3 | $239K | Sell |
4,832
-7,642
| -61% | -$378K | 0.06% | 209 |
|
|
2021
Q2 | $618K | Buy |
12,474
+3,817
| +44% | +$189K | 0.1% | 146 |
|
|
2021
Q1 | $429K | Sell |
8,657
-4,786
| -36% | -$237K | 0.08% | 170 |
|
|
2020
Q4 | $669K | Buy |
13,443
+9,568
| +247% | +$476K | 0.12% | 137 |
|
|
2020
Q3 | $193K | Hold |
3,875
| – | – | 0.07% | 244 |
|
|
2020
Q2 | $193K | Hold |
3,875
| – | – | 0.09% | 201 |
|
|
2020
Q1 | $190K | Sell |
3,875
-926
| -19% | -$45.4K | 0.12% | 158 |
|
|
2019
Q4 | $236K | Hold |
4,801
| – | – | 0.12% | 163 |
|
|
2019
Q3 | $235K | Hold |
4,801
| – | – | 0.12% | 155 |
|
|
2019
Q2 | $235K | Hold |
4,801
| – | – | 0.14% | 137 |
|
|
2019
Q1 | $233K | Hold |
4,801
| – | – | 0.13% | 126 |
|
|
2018
Q4 | $231K | Sell |
4,801
-598
| -11% | -$28.8K | 0.16% | 108 |
|
|
2018
Q3 | $257K | Sell |
5,399
-1,048
| -16% | -$49.9K | 0.15% | 109 |
|
|
2018
Q2 | $309K | Hold |
6,447
| – | – | 0.19% | 83 |
|
|
2018
Q1 | $308K | Buy |
6,447
+1,580
| +32% | +$75.5K | 0.2% | 82 |
|
|
2017
Q4 | $234K | Buy |
+4,867
| New | +$234K | 0.14% | 118 |
|