Relaxing Retirement Coach’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
2023 Q2	$452K	Buy	9,604 +15	+0.2%	+$706	0.14%	52
2023 Q1	$456K	Sell	9,589 -682	-7%	-$32.2K	0.15%	46
2022 Q4	$483K	Buy	+10,271	New	+$478K	0.18%	47
2022 Q3	–	Sell	-6,801	Closed	-$321K	–	59
2022 Q2	$321K	Sell	6,801 -24,920	-79%	-$1.17M	0.16%	42
2022 Q1	$1.5M	Sell	31,721 -40,407	-56%	-$1.95M	0.77%	26
2021 Q4	$3.55M	Sell	72,128 -87,895	-55%	-$4.33M	2.04%	12
2021 Q3	$7.91M	Buy	160,023 +21,333	+15%	+$1.06M	6.48%	5
2021 Q2	$6.87M	Buy	138,690 +17,230	+14%	+$855K	5.85%	6
2021 Q1	$6.02M	Buy	121,460 +18,158	+18%	+$902K	6.88%	3
2020 Q4	$5.14M	Sell	103,302 -104,736	-50%	-$5.22M	5.62%	4
2020 Q3	$10.4M	Buy	208,038 +116,223	+127%	+$5.8M	4.53%	5
2020 Q2	$4.58M	Buy	+91,815	New	+$4.54M	3.22%	11