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FLP Wealth Management’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

FLP Wealth Management’s Portfolio SHM Stock Details SHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$266K Sell
5,593
-3,297
-37% -$157K 0.85% 40
2024
Q4 		$421K Buy
+8,890
New +$421K 1.08% 26