Peak Financial 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
2022
Q3
Sell
-106,710
Closed -$5.04M 72
2022
Q2
$5.04M Sell
106,710
-268
-0.3% -$12.7K 4.99% 3
2022
Q1
$5.06M Buy
+106,978
New +$5.06M 4.34% 4