Parcion Private Wealth’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$1.04M Sell
2022
Q3
$12.5M Sell
2022
Q2
$13M Buy
2022
Q1
$12.2M Buy
2021
Q4
$9.76M Buy
2021
Q3
$8.76M Buy
2021
Q2
$6.89M Buy
2021
Q1
$4.48M Buy
2020
Q4
$3.18M Sell
2020
Q3
$4.35M Buy
2020
Q2
$1.03M Buy
2020
Q1
Sell
2019
Q4
$18.1M Buy