Clearstead Advisors’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Clearstead Advisors’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 Q2	$808K	Buy
2025 Q1	$773K	Buy
2024 Q4	$749K	Sell
2024 Q3	$1.04M	Buy
2024 Q2	$749K	Buy
2022 Q1	–	Sell
2021 Q4	$267K	Buy
2021 Q3	$268K	Buy
2021 Q2	$268K	Buy
2021 Q1	$268K	Buy