Goodwin Investment Advisory’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
Q1
Sell
-2,306
Closed -$108K 191
2022
Q4
$108K Sell
2,306
-3,865
-63% -$182K 0.08% 59
2022
Q3
$284K Buy
6,171
+108
+2% +$4.97K 0.21% 39
2022
Q2
$287K Buy
6,063
+5,541
+1,061% +$262K 0.22% 34
2022
Q1
$25K Sell
522
-2,149
-80% -$103K 0.02% 114
2021
Q4
$132K Buy
+2,671
New +$132K 0.1% 46