WealthShield Partners’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $204K | Sell |
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|
2025
Q2 | $205K | Hold |
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|
2025
Q1 | $204K | Buy |
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|
2024
Q4 | $81.1K | Hold |
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|
2024
Q3 | $82.4K | Hold |
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|
2024
Q2 | $80.8K | Sell |
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|
2024
Q1 | $123K | Sell |
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|
2023
Q4 | $229K | Hold |
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|
2023
Q3 | $221K | Hold |
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|
2023
Q2 | $225K | Sell |
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|
2023
Q1 | $239K | Sell |
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|
2022
Q4 | $576K | Buy |
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|
2022
Q3 | $513K | Buy |
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|
2022
Q2 | $461K | Sell |
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|
2022
Q1 | $490K | Sell |
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|
2021
Q4 | $571K | Buy |
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|
2021
Q3 | $239K | Sell |
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|
2021
Q2 | $618K | Buy |
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|
2021
Q1 | $429K | Sell |
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|
2020
Q4 | $669K | Buy |
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|
2020
Q3 | $193K | Hold |
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|
2020
Q2 | $193K | Hold |
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|
2020
Q1 | $190K | Sell |
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|
2019
Q4 | $236K | Hold |
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|
2019
Q3 | $235K | Hold |
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|
2019
Q2 | $235K | Hold |
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|
2019
Q1 | $233K | Hold |
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|
2018
Q4 | $231K | Sell |
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|
2018
Q3 | $257K | Sell |
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|
2018
Q2 | $309K | Hold |
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|
2018
Q1 | $308K | Buy |
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|
2017
Q4 | $234K | Buy |
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