Schneider Downs Wealth Management 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
2021
Q3
Sell
-7,000
Closed -$347K 148
2021
Q2
$347K Hold
7,000
0.09% 89
2021
Q1
$347K Buy
+7,000
New +$347K 0.08% 82
2016
Q4
Sell
-60,748
Closed -$2.97M 34
2016
Q3
$2.97M Buy
+60,748
New +$2.97M 1.92% 8