Freedom Wealth Alliance’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$306K Sell
6,625
-86
-1% -$3.98K 0.5% 31
2023
Q2
$316K Sell
6,711
-700
-9% -$33K 0.44% 34
2023
Q1
$352K Buy
7,411
+3,381
+84% +$161K 0.53% 33
2022
Q4
$189K Buy
+4,030
New +$189K 0.27% 57