MY Wealth Management Inc. SHM Holdings History
MY Wealth Management Inc.'s SPDR Nuveen ICE Short Term Municipal Bond ETF Holding Summary
As of 2025-06-30, MY Wealth Management Inc. held 9,953.00 shares of SPDR Nuveen ICE Short Term Municipal Bond ETF(SHM), totaling $476,050.00. This investment constitutes 0.46% of their stock portfolio, and MY Wealth Management Inc. now holds 0.01% of the outstanding SPDR Nuveen ICE Short Term Municipal Bond ETF(SHM) stock.
The initial trade took place in 2021Q4. And since then MY Wealth Management Inc. has made 2 purchases of SHM, at an average price of $48.05, for a total of 244,253.00 shares. In addition, there have been 6 sales at an average price of $47.27 for 234,300.00 shares. Based on historical transaction data and SHM's current price of $47.87, MY Wealth Management Inc.'s estimated gain on his SHM holdings is $-185,904.65, reflecting a -1.58% gain to date.
MY Wealth Management Inc. SHM ($47.87) Holding Chart
MY Wealth Management Inc. SHM ($47.87) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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