Balboa Wealth Partners’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-11,091	Closed	-$522K	–	320
2023 Q2	$522K	Buy	11,091 +266	+2%	+$12.5K	0.18%	107
2023 Q1	$515K	Buy	10,825 +3,160	+41%	+$150K	0.19%	110
2022 Q4	$360K	Buy	7,665 +2,709	+55%	+$127K	0.16%	137
2022 Q3	$228K	Buy	+4,956	New	+$228K	0.1%	178