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GoalVest Advisory’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

GoalVest Advisory’s Portfolio SHM Stock Details SHM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$242K Buy
4,874
+4,403
+935% +$219K 0.15% 115
2021
Q1 		$23K Hold
471
– – 0.02% 146
2020
Q4 		$23K Buy
+471
New +$23K 0.02% 149