Collaborative Wealth Management’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Collaborative Wealth Management’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
2023 Q4	–	Sell
2023 Q3	$352K	Sell
2023 Q2	$368K	Buy
2023 Q1	$368K	Sell
2022 Q4	$365K	Buy
2022 Q3	–	Sell
2022 Q2	$218K	Buy
2021 Q4	$212K	Buy
2021 Q1	$241K	Buy