AdvicePeriod’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
2021
Q2
$1.03M Sell
20,811
-3,861
-16% -$191K 0.07% 66
2021
Q1
$1.22M Buy
24,672
+11,015
+81% +$546K 0.09% 61
2020
Q4
$680K Buy
13,657
+4,517
+49% +$225K 0.05% 64
2020
Q3
$456K Buy
9,140
+270
+3% +$13.5K 0.04% 69
2020
Q2
$442K Buy
+8,870
New +$442K 0.05% 65