Independent Advisor 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
2025
Q2
$1.59M Buy
+33,185
New +$1.59M 0.05% 324
2025
Q1
Sell
-77,777
Closed -$3.69M 1270
2024
Q4
$3.69M Buy
+77,777
New +$3.69M 0.05% 343
2020
Q1
Sell
-19,094
Closed -$938K 771
2019
Q4
$938K Buy
+19,094
New +$938K 0.04% 384