TIAM2
Tru Independence Asset Management 2’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,808
| Closed | -$228K | – | 91 |
|
|
2022
Q1 | $228K | Sell |
4,808
-10,651
| -69% | -$505K | 0.13% | 84 |
|
|
2021
Q4 | $760K | Buy |
15,459
+2,350
| +18% | +$116K | 0.4% | 48 |
|
|
2021
Q3 | $648K | Buy |
13,109
+4,154
| +46% | +$205K | 0.46% | 45 |
|
|
2021
Q2 | $444K | Buy |
+8,955
| New | +$444K | 0.3% | 71 |
|
|
2021
Q1 | – | Sell |
-1,795
| Closed | -$89K | – | 360 |
|
|
2020
Q4 | $89K | Buy |
+1,795
| New | +$89K | 0.08% | 124 |
|