Marcum 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
2022 Q2	–	Sell	-8,411	Closed	-$398K	–	416
2022 Q1	$398K	Buy	8,411 +2,833	+51%	+$134K	0.05%	197
2021 Q4	$274K	Buy	5,578 +226	+4%	+$11.1K	0.04%	277
2021 Q3	$264K	Buy	5,352 +1,062	+25%	+$52.4K	0.04%	260
2021 Q2	$213K	Buy	+4,290	New	+$213K	0.03%	273