KMS Financial Services’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
2014
Q2
Sell
-8,404
Closed -$408K 571
2014
Q1
$408K Sell
8,404
-1,326
-14% -$64.4K 0.06% 303
2013
Q4
$473K Buy
9,730
+997
+11% +$48.5K 0.08% 280
2013
Q3
$423K Sell
8,733
-146
-2% -$7.07K 0.1% 226
2013
Q2
$427K Buy
+8,879
New +$427K 0.12% 210