Alera Investment Advisors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Alera Investment Advisors’s Portfolio SHM Stock Details SHM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$3.51M	Buy
2024 Q2	$3.36M	Buy
2022 Q2	–	Sell
2022 Q1	$295K	Hold
2021 Q4	$306K	Buy
2019 Q2	–	Sell
2019 Q1	$12K	Buy
2018 Q4	$9K	Buy