ProVise Management Group’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

ProVise Management Group’s Portfolio SHM Stock Details SHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell
2020 Q4	$501K	Buy
2018 Q4	–	Sell
2018 Q3	$298K	Buy
2016 Q1	–	Sell
2015 Q4	$201K	Sell
2015 Q3	$2.3M	Buy
2014 Q4	–	Sell
2014 Q3	$748K	Buy
2014 Q2	$487K	Buy