One Wealth Advisors’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 Q3	–	Sell	-4,971	Closed	-$238K	–	318
2025 Q2	$238K	Sell	4,971 -1,169	-19%	-$55.4K	0.03%	256
2025 Q1	$292K	Sell	6,140 -1,988	-24%	-$94.7K	0.04%	219
2024 Q4	$385K	Sell	8,128 -105	-1%	-$5.01K	0.06%	155
2024 Q3	$396K	Buy	+8,233	New	+$393K	0.06%	160
2024 Q2	–	Sell	-18,027	Closed	-$855K	–	261
2024 Q1	$855K	Sell	18,027 -5,442	-23%	-$259K	0.15%	84
2023 Q4	$1.12M	Sell	23,469 -26,155	-53%	-$1.23M	0.22%	65
2023 Q3	$2.29M	Sell	49,624 -6,586	-12%	-$308K	0.51%	42
2023 Q2	$2.64M	Buy	56,210 +21,598	+62%	+$1.02M	0.56%	36
2023 Q1	$1.65M	Sell	34,612 -1,675	-5%	-$79.1K	0.38%	42
2022 Q4	$1.7M	Buy	+36,287	New	+$1.69M	0.39%	46
2022 Q3	–	Sell	-9,424	Closed	-$445K	–	207
2022 Q2	$445K	Buy	+9,424	New	+$443K	0.12%	97
2021 Q4	–	Sell	-9,703	Closed	-$479K	–	212
2021 Q3	$479K	Buy	+9,703	New	+$481K	0.14%	99