Tanglewood Legacy 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,453
| Closed | -$116K | – | 295 |
|
|
2024
Q1 | $116K | Sell |
2,453
-11,517
| -82% | -$546K | 0.06% | 110 |
|
|
2023
Q4 | $668K | Sell |
13,970
-700
| -5% | -$33.5K | 0.36% | 40 |
|
|
2023
Q3 | $678K | Hold |
14,670
| – | – | 0.41% | 39 |
|
|
2023
Q2 | $690K | Hold |
14,670
| – | – | 0.4% | 40 |
|
|
2023
Q1 | $698K | Buy |
+14,670
| New | +$698K | 0.45% | 34 |
|