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Legacy Financial Advisors’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Legacy Financial Advisors’s Portfolio SHM Stock Details SHM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-30,019
Closed -$1.43M – 335
2023
Q4 		$1.43M Buy
+30,019
New +$1.43M 0.28% 60