Bernardo Wealth Planning’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
2021 Q2	–	Sell	-10,101	Closed	-$500K	–	81
2021 Q1	$500K	Sell	10,101 -9,927	-50%	-$491K	0.32%	44
2020 Q4	$997K	Hold	20,028	–	–	0.38%	51
2020 Q3	$998K	Buy	+20,028	New	+$998K	0.45%	44