GeoWealth 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
2025 Q1	–	Sell	-110	Closed	-$5.21K	–	1700
2024 Q4	$5.21K	Sell	110 -14	-11%	-$663	﹤0.01%	1543
2024 Q3	$5.97K	Buy	+124	New	+$5.97K	﹤0.01%	1435