BWM

BigSur Wealth Management’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-19,000	Closed	-$909K	–	111
2018 Q1	$909K	Buy	19,000 +4,000	+27%	+$191K	0.65%	30
2017 Q4	$719K	Hold	15,000	–	–	0.71%	30
2017 Q3	$729K	Buy	+15,000	New	+$729K	0.73%	33