Atria Wealth Solutions’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
2025 Q2	–	Sell	-6,064	Closed	-$289K	–	1850
2025 Q1	$289K	Sell	6,064 -6,851	-53%	-$326K	﹤0.01%	1486
2024 Q4	$612K	Buy	12,915 +6,649	+106%	+$317K	0.01%	1162
2024 Q3	$302K	Buy	6,266 +17	+0.3%	+$812	﹤0.01%	1515
2024 Q2	$295K	Sell	6,249 -70	-1%	-$3.3K	﹤0.01%	1516
2024 Q1	$300K	Sell	6,319 -138	-2%	-$6.57K	﹤0.01%	1557
2023 Q4	$309K	Buy	+6,457	New	+$303K	﹤0.01%	1483
2022 Q4	–	Sell	-17,011	Closed	-$784K	–	1875
2022 Q3	$784K	Sell	17,011 -8,418	-33%	-$397K	0.01%	814
2022 Q2	$1.2M	Sell	25,429 -1,380	-5%	-$64.8K	0.02%	626
2022 Q1	$1.27M	Buy	+26,809	New	+$1.29M	0.02%	629