Valeo Financial Advisors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Valeo Financial Advisors’s Portfolio SHM Stock Details SHM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$600K	Buy
2020 Q4	–	Sell
2020 Q3	$0	Buy
2020 Q2	–	Sell
2020 Q1	$13K	Buy
2019 Q4	$5K	Hold
2019 Q3	$5K	Hold
2019 Q2	$5K	Hold
2019 Q1	$5K	Hold
2018 Q4	$5K	Hold
2018 Q3	$5K	Buy