Global Retirement Partners’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$2.27M	Buy	47,213 +5,196	+12%	+$249K	0.04%	400
2025 Q3	$2.03M	Buy	42,017 +8,107	+24%	+$390K	0.05%	352
2025 Q2	$1.62M	Buy	+33,910	New	+$1.61M	0.04%	386
2024 Q4	$905K	Buy	19,103 +2,738	+17%	+$131K	0.03%	475
2024 Q3	$788K	Buy	16,365 +1,397	+9%	+$66.7K	0.02%	500
2024 Q2	$706K	Buy	14,968 +3,325	+29%	+$157K	0.02%	515
2024 Q1	$552K	Buy	11,643 +3,697	+47%	+$176K	0.02%	511
2023 Q4	$378K	Buy	7,946 +3,742	+89%	+$176K	0.02%	554
2023 Q3	$194K	Buy	4,204 +597	+17%	+$28K	0.01%	676
2023 Q2	$170K	Sell	3,607 -50	-1%	-$2.35K	0.01%	753
2023 Q1	$172K	Buy	3,657 +775	+27%	+$36.6K	0.01%	724
2022 Q4	$135K	Buy	2,882 +949	+49%	+$44.2K	0.01%	716
2022 Q3	$89K	Buy	1,933 +433	+29%	+$20.4K	0.01%	822
2022 Q2	$71K	Hold	1,500	–	–	0.01%	868
2022 Q1	$70K	Buy	+1,500	New	+$72.3K	0.01%	871
2021 Q4	–	Sell	-1,500	Closed	-$74K	–	1524
2021 Q3	$74K	Hold	1,500	–	–	0.01%	736
2021 Q2	$74K	Hold	1,500	–	–	0.01%	719
2021 Q1	$74K	Hold	1,500	–	–	0.01%	654
2020 Q4	$75K	Hold	1,500	–	–	0.01%	602
2020 Q3	$75K	Hold	1,500	–	–	0.01%	545
2020 Q2	$75K	Hold	1,500	–	–	0.01%	539
2020 Q1	$73K	Hold	1,500	–	–	0.01%	488
2019 Q4	$74K	Hold	1,500	–	–	0.01%	553
2019 Q3	$73K	Hold	1,500	–	–	0.01%	545
2019 Q2	$73K	Hold	1,500	–	–	0.01%	524
2019 Q1	$73K	Hold	1,500	–	–	0.02%	455
2018 Q4	$72K	Hold	1,500	–	–	0.02%	435
2018 Q3	$72K	Sell	1,500 -416	-22%	-$19.9K	0.02%	480
2018 Q2	$92K	Hold	1,916	–	–	0.02%	403
2018 Q1	$92K	Sell	1,916 -173	-8%	-$8.3K	0.03%	392
2017 Q4	$100K	Buy	2,089 +1,500	+255%	+$72.4K	0.03%	363
2017 Q3	$29K	Hold	589	–	–	0.01%	551
2017 Q2	$29K	Buy	+589	New	+$28.6K	0.01%	515