Moneta Group Investment Advisors’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Moneta Group Investment Advisors’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
2025 Q2	$264K	Sell
2025 Q1	$264K	Hold
2024 Q4	$263K	Sell
2024 Q3	$553K	Buy
2024 Q2	$271K	Sell
2024 Q1	$305K	Buy
2023 Q1	–	Sell
2022 Q4	$251K	Buy