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Shared Vision Wealth Group’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Shared Vision Wealth Group’s Portfolio SHM Stock Details SHM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,821
Closed -$229K – 78
2024
Q1 		$229K Sell
4,821
-21
-0.4% -$996 0.14% 70
2023
Q4 		$231K Buy
+4,842
New +$231K 0.15% 69