One Degree Advisors’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
2024
Q3
Sell
-14,247
Closed -$672K 64
2024
Q2
$672K Buy
14,247
+216
+2% +$10.2K 0.32% 35
2024
Q1
$666K Sell
14,031
-24
-0.2% -$1.14K 0.33% 35
2023
Q4
$668K Buy
+14,055
New +$668K 0.34% 38