Hefty Wealth Partners’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Hefty Wealth Partners’s Portfolio SHM Stock Details SHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$2.85M	Sell
2017 Q4	$4.32M	Buy
2017 Q3	$3.86M	Buy
2017 Q2	$3.75M	Buy
2017 Q1	$3.08M	Sell
2016 Q4	$3.58M	Buy
2016 Q3	$1.58M	Buy
2016 Q2	$465K	Buy
2016 Q1	$453K	Buy
2015 Q4	$354K	Buy