Castle Wealth Management’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
2022 Q4	–	Sell	-1,658	Closed	-$76K	–	537
2022 Q3	$76K	Sell	1,658 -279	-14%	-$12.8K	0.05%	172
2022 Q2	$92K	Buy	+1,937	New	+$92K	0.05%	154