Legacy Solutions LLC’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
$560K Sell
11,713
-236
-2% -$11.3K 0.54% 32
2025
Q1
$569K Sell
11,949
-145
-1% -$6.9K 0.63% 28
2024
Q4
$573K Buy
+12,094
New +$573K 0.62% 31