Aptus Capital 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
2026 Q1	$236K	Sell	4,937 -1,043	-17%	-$50.3K	﹤0.01%	957
2025 Q4	$287K	Buy	5,980 +503	+9%	+$24.1K	﹤0.01%	901
2025 Q3	$264K	Buy	5,477 +3	+0.1%	+$144	﹤0.01%	883
2025 Q2	$262K	Sell	5,474 -87	-2%	-$4.13K	﹤0.01%	860
2025 Q1	$265K	Buy	5,561 +55	+1%	+$2.62K	﹤0.01%	805
2024 Q4	$261K	Buy	5,506 +2,396	+77%	+$114K	﹤0.01%	813
2024 Q3	$150K	Sell	3,110 -752	-19%	-$35.9K	﹤0.01%	799
2024 Q2	$182K	Sell	3,862 -5,407	-58%	-$255K	﹤0.01%	743
2024 Q1	$440K	Buy	9,269 +7,657	+475%	+$365K	0.01%	544
2023 Q4	$77K	Buy	1,612 +1,112	+222%	+$52.2K	﹤0.01%	634
2023 Q3	$23.1K	Hold	500	–	–	﹤0.01%	740
2023 Q2	$23.5K	Buy	+500	New	+$23.5K	﹤0.01%	642