Aveo Capital Partners’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 Q1	–	Sell	-4,787	Closed	-$229K	–	382
2023 Q4	$229K	Sell	4,787 -2,561	-35%	-$120K	0.03%	306
2023 Q3	$340K	Sell	7,348 -3,969	-35%	-$186K	0.04%	246
2023 Q2	$532K	Sell	11,317 -8,237	-42%	-$388K	0.07%	195
2023 Q1	$930K	Buy	19,554 +5,474	+39%	+$259K	0.12%	122
2022 Q4	$661K	Sell	14,080 -10,066	-42%	-$469K	0.1%	152
2022 Q3	$1.11M	Sell	24,146 -11,919	-33%	-$562K	0.19%	98
2022 Q2	$1.7M	Sell	36,065 -55,329	-61%	-$2.6M	0.28%	85
2022 Q1	$4.33M	Sell	91,394 -23,978	-21%	-$1.16M	0.76%	37
2021 Q4	$5.67M	Buy	115,372 +40,590	+54%	+$2M	1.02%	18
2021 Q3	$3.69M	Sell	74,782 -1,723	-2%	-$85.4K	0.77%	38
2021 Q2	$3.79M	Buy	76,505 +16,096	+27%	+$798K	0.84%	36
2021 Q1	$2.99M	Buy	60,409 +31,633	+110%	+$1.57M	0.75%	39
2020 Q4	$1.43M	Sell	28,776 -16,739	-37%	-$833K	2.22%	13
2020 Q3	$2.27M	Buy	45,515 +9,914	+28%	+$495K	0.82%	30
2020 Q2	$1.77M	Sell	35,601 -2,753	-7%	-$136K	3.58%	6
2020 Q1	$1.88M	Buy	38,354 +21,151	+123%	+$1.03M	0.91%	28
2019 Q4	$845K	Buy	17,203 +2,836	+20%	+$139K	0.33%	75
2019 Q3	$704K	Buy	14,367 +4,307	+43%	+$211K	0.29%	79
2019 Q2	$494K	Buy	10,060 +3,490	+53%	+$170K	0.21%	100
2019 Q1	$319K	Buy	+6,570	New	+$317K	0.15%	117
2017 Q1	–	Sell	-19,612	Closed	-$940K	–	211
2016 Q4	$940K	Buy	+19,612	New	+$947K	0.27%	66