Western Pacific Wealth Management’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 | $95.7K | Hold |
2,000
| – | – | 0.09% | 102 |
|
|
2025
Q1 | $95.2K | Hold |
2,000
| – | – | 0.09% | 103 |
|
|
2024
Q4 | $94.8K | Hold |
2,000
| – | – | 0.08% | 106 |
|
|
2024
Q3 | $96.3K | Hold |
2,000
| – | – | 0.06% | 127 |
|
|
2024
Q2 | $94.4K | Hold |
2,000
| – | – | 0.07% | 104 |
|
|
2024
Q1 | $94.9K | Hold |
2,000
| – | – | 0.07% | 102 |
|
|
2023
Q4 | $95.6K | Hold |
2,000
| – | – | 0.07% | 94 |
|
|
2023
Q3 | $92.5K | Hold |
2,000
| – | – | 0.08% | 83 |
|
|
2023
Q2 | $94.1K | Hold |
2,000
| – | – | 0.07% | 83 |
|
|
2023
Q1 | $95.1K | Hold |
2,000
| – | – | 0.07% | 83 |
|
|
2022
Q4 | $94K | Hold |
2,000
| – | – | 0.08% | 82 |
|
|
2022
Q3 | $92K | Hold |
2,000
| – | – | 0.09% | 55 |
|
|
2022
Q2 | $94K | Sell |
2,000
-150
| -7% | -$7.05K | 0.09% | 48 |
|
|
2022
Q1 | $101K | Sell |
2,150
-900
| -30% | -$42.3K | 0.07% | 59 |
|
|
2021
Q4 | $149K | Buy |
+3,050
| New | +$149K | 0.1% | 49 |
|