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RIA Advisory Group’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

RIA Advisory Group’s Portfolio SHM Stock Details SHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-4,971
Closed -$236K – 132
2023
Q1 		$236K Sell
4,971
-1,255
-20% -$59.7K 0.11% 100
2022
Q4 		$293K Buy
+6,226
New +$293K 0.17% 70