BIP Wealth’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
2024 Q1	–	Sell	-6,854	Closed	-$328K	–	222
2023 Q4	$328K	Sell	6,854 -275	-4%	-$13.1K	0.03%	144
2023 Q3	$330K	Buy	7,129 +1,650	+30%	+$76.3K	0.03%	131
2023 Q2	$258K	Sell	5,479 -3,787	-41%	-$178K	0.02%	153
2023 Q1	$441K	Buy	+9,266	New	+$441K	0.05%	117