Wealthspire Advisors (New York)’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
Q2 | $513K | Sell |
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|
2025
Q1 | $648K | Sell |
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|
2024
Q4 | $747K | Buy |
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|
2024
Q3 | $706K | Buy |
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|
2024
Q2 | $575K | Sell |
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|
2024
Q1 | $837K | Sell |
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|
2023
Q4 | $868K | Buy |
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|
2023
Q3 | $827K | Sell |
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|
2023
Q2 | $851K | Sell |
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|
2023
Q1 | $862K | Sell |
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|
2022
Q4 | $1.13M | Buy |
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|
2022
Q3 | $778K | Sell |
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|
2022
Q2 | $3.56M | Buy |
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|
2022
Q1 | $587K | Buy |
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|
2021
Q4 | $600K | Sell |
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|
2021
Q3 | $4.3M | Buy |
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|
2021
Q2 | $506K | Sell |
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|
2021
Q1 | $557K | Buy |
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|
2020
Q4 | $508K | Buy |
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|
2020
Q3 | $418K | Buy |
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|
2020
Q2 | $417K | Sell |
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|
2020
Q1 | $1.02M | Buy |
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|
2019
Q4 | $800K | Buy |
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|
2019
Q3 | $789K | Sell |
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|
2019
Q2 | $998K | Sell |
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|
2019
Q1 | $1.1M | Sell |
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|
2018
Q4 | $1.39M | Buy |
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