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First Foundation Advisors’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

First Foundation Advisors’s Portfolio SHM Stock Details SHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-16,370
Closed -$803K – 317
2016
Q2 		$803K Hold
16,370
– – 0.06% 150
2016
Q1 		$799K Hold
16,370
– – 0.06% 137
2015
Q4 		$798K Buy
+16,370
New +$798K 0.05% 144