CIA
SHM icon

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

Compass Ion Advisors’s Portfolio SHM Stock Details SHM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-22,368
Closed -$1.03M – 238
2023
Q3 		$1.03M Buy
+22,368
New +$1.03M 0.18% 85