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Axis Wealth Partners’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Axis Wealth Partners’s Portfolio SHM Stock Details SHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6,121
Closed -$291K – 150
2025
Q1 		$291K Buy
6,121
+26
+0.4% +$1.24K 0.22% 114
2024
Q4 		$289K Buy
+6,095
New +$289K 0.24% 107