Cypress Financial Planning’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Cypress Financial Planning’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	$935K	Buy
2025 Q2	$813K	Buy
2025 Q1	$759K	Buy
2024 Q4	$722K	Sell
2024 Q3	$800K	Sell
2024 Q2	$792K	Buy
2024 Q1	$631K	Buy
2023 Q4	–	Sell
2023 Q3	$393K	Buy
2023 Q2	$317K	Buy
2023 Q1	$231K	Buy