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

Mount Yale Investment Advisors’s Portfolio SHM Stock Details SHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-5,003
Closed -$235K – 524
2022
Q4 		$235K Buy
+5,003
New +$235K 0.03% 408