Atria Wealth Solutions’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Atria Wealth Solutions’s Portfolio SHM Stock Details SHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$289K	Sell
2024 Q4	$612K	Buy
2024 Q3	$302K	Buy
2024 Q2	$295K	Sell
2024 Q1	$300K	Sell
2023 Q4	$309K	Buy
2022 Q4	–	Sell
2022 Q3	$784K	Sell
2022 Q2	$1.2M	Sell
2022 Q1	$1.27M	Buy