CFP
SHM icon

Cascade Financial Partners’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Cascade Financial Partners’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
Q3 		$375K Buy
2025
Q2 		$369K Buy