SPA
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Sentinel Pension Advisors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Sentinel Pension Advisors’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
2022
Q4 		– Sell
-5,250
Closed -$242K – 88
2022
Q3 		$242K Sell
5,250
-93
-2% -$4.39K 0.08% 74
2022
Q2 		$253K Buy
5,343
+4
+0.1% +$188 0.09% 77
2022
Q1 		$253K Buy
5,339
+4
+0.1% +$193 0.09% 77
2021
Q4 		$262K Buy
5,335
+9
+0.2% +$443 0.08% 83
2021
Q3 		$263K Sell
5,326
-904
-15% -$44.8K 0.09% 76
2021
Q2 		$309K Buy
+6,230
New +$309K 0.11% 68
2021
Q1 		– Sell
-5,211
Closed -$259K – 78
2020
Q4 		$259K Sell
5,211
-652
-11% -$32.5K 0.09% 67
2020
Q3 		$292K Buy
5,863
+247
+4% +$12.3K 0.11% 67
2020
Q2 		$280K Buy
5,616
+344
+7% +$17K 0.12% 60
2020
Q1 		$258K Buy
+5,272
New +$258K 0.13% 60

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