Premier Path Wealth Partners’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
2025
Q3
$1.28M Sell
2025
Q2
$1.92M Sell
2025
Q1
$2.06M Sell
2024
Q4
$2.13M Sell
2024
Q3
$2.23M Sell
2024
Q2
$2.22M Buy
2024
Q1
$2.02M Buy
2023
Q4
$1.64M Buy