RGT Wealth 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
-18,304
Closed -$865K 129
2022
Q2
$865K Sell
18,304
-4,662
-20% -$220K 0.15% 37
2022
Q1
$1.09M Buy
22,966
+227
+1% +$10.7K 0.17% 34
2021
Q4
$1.12M Buy
+22,739
New +$1.12M 0.17% 32