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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-102,420	Closed	-$4.93M	–	475
2024 Q3	$4.93M	Hold	102,420	–	–	0.59%	25
2024 Q2	$4.83M	Hold	102,420	–	–	0.67%	23
2024 Q1	$4.86M	Hold	102,420	–	–	0.7%	22
2023 Q4	$4.89M	Hold	102,420	–	–	0.81%	20
2023 Q3	$4.73M	Hold	102,420	–	–	0.61%	30
2023 Q2	$4.82M	Hold	102,420	–	–	0.63%	33
2023 Q1	$4.87M	Hold	102,420	–	–	0.67%	34
2022 Q4	$4.81M	Hold	102,420	–	–	0.71%	31
2022 Q3	$4.72M	Hold	102,420	–	–	0.87%	27
2022 Q2	$4.84M	Sell	102,420 -4,160,498	-98%	-$195M	1.22%	19
2022 Q1	$90.1M	Buy	4,262,918 +4,188,968	+5,665%	+$202M	1.25%	17
2021 Q4	$3.64M	Buy	73,950 +12,150	+20%	+$599K	1.02%	25
2021 Q3	$3.05M	Hold	61,800	–	–	0.86%	27
2021 Q2	$3.06M	Hold	61,800	–	–	1.01%	23
2021 Q1	$3.06M	Hold	61,800	–	–	1.12%	23
2020 Q4	$3.08M	Buy	+61,800	New	+$3.08M	1.13%	26