WWA
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Wingate Wealth Advisors’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Wingate Wealth Advisors’s Portfolio SHM Stock Details SHM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,145
Closed -$54.3K – 368
2024
Q4 		$54.3K Buy
+1,145
New +$54.3K 0.05% 207