Sightline 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
2024 Q3	–	Sell	-4,629	Closed	-$218K	–	86
2024 Q2	$218K	Sell	4,629 -1,496	-24%	-$70.5K	0.14%	71
2024 Q1	$291K	Sell	6,125 -1,296	-17%	-$61.7K	0.19%	63
2023 Q4	$355K	Sell	7,421 -200	-3%	-$9.38K	0.27%	51
2023 Q3	$352K	Sell	7,621 -2,610	-26%	-$122K	0.33%	49
2023 Q2	$486K	Buy	10,231 +500	+5%	+$23.5K	0.48%	32
2023 Q1	$463K	Sell	9,731 -295	-3%	-$13.9K	0.47%	33
2022 Q4	$471K	Sell	10,026 -1,098	-10%	-$51.1K	0.51%	34
2022 Q3	$513K	Sell	11,124 -5,109	-31%	-$241K	0.6%	28
2022 Q2	$767K	Sell	16,233 -698	-4%	-$32.8K	0.75%	21
2022 Q1	$801K	Buy	16,931 +1	+0%	+$48	0.67%	23
2021 Q4	$833K	Buy	16,930 +3	+0%	+$148	0.75%	20
2021 Q3	$836K	Buy	16,927 +1	+0%	+$50	0.7%	22
2021 Q2	$839K	Buy	16,926 +3,118	+23%	+$155K	0.69%	22
2021 Q1	$684K	Buy	13,808 +135	+1%	+$6.71K	0.63%	26
2020 Q4	$681K	Buy	+13,673	New	+$681K	0.67%	28