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

Concurrent Investment 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 Q3	$1.56M	Buy
2025 Q2	$866K	Buy
2025 Q1	$814K	Sell
2024 Q4	$814K	Buy
2024 Q3	$805K	Sell
2024 Q2	$813K	Buy
2024 Q1	$812K	Buy
2023 Q4	$797K	Buy