Cedar Brook Financial 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
2023
Q3
Sell
-4,917
Closed -$231K 415
2023
Q2
$231K Sell
4,917
-36
-0.7% -$1.69K 0.06% 339
2023
Q1
$236K Buy
4,953
+570
+13% +$27.1K 0.06% 319
2022
Q4
$206K Buy
+4,383
New +$206K 0.06% 346