OneAscent Financial Services’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
2024 Q2	–	Sell	-4,445	Closed	-$211K	–	366
2024 Q1	$211K	Sell	4,445 -752	-14%	-$35.7K	0.02%	357
2023 Q4	$248K	Buy	+5,197	New	+$248K	0.03%	302