Avid Wealth Partners’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
Sell
-4,559
Closed -$217K 59
2025
Q1
$217K Sell
4,559
-5,929
-57% -$282K 0.15% 45
2024
Q4
$497K Buy
+10,488
New +$497K 0.35% 29