Essex Financial Services’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Essex Financial Services’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	$435K	Sell
2025 Q1	$522K	Sell
2024 Q4	$575K	Hold
2024 Q3	$581K	Buy
2024 Q2	$536K	Buy
2024 Q1	$227K	Sell
2023 Q4	$281K	Buy
2023 Q3	$257K	Buy