Beaumont Financial Advisors’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
2022
Q4
Sell
-148,141
Closed -$6.83M 339
2022
Q3
$6.83M Sell
148,141
-8,715
-6% -$402K 0.66% 37
2022
Q2
$7.41M Buy
+156,856
New +$7.41M 0.67% 39