EverSource Wealth Advisors’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$87.2K Sell
2025
Q1
$188K Buy
2024
Q4
$187K Buy
2024
Q3
$189K Hold
2024
Q2
$187K Buy
2024
Q1
$147K Sell
2023
Q4
$322K Sell
2023
Q3
$325K Sell
2023
Q2
$350K Buy
2023
Q1
$319K Sell
2022
Q4
$322K Sell
2022
Q3
$683K Buy
2022
Q2
$683K Sell
2022
Q1
$781K Buy
2021
Q4
$712K Buy