Studio Investment Management’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 Q4	–	Sell	-4,695	Closed	-$226K	–	182
2025 Q3	$226K	Sell	4,695 -9,940	-68%	-$478K	0.04%	165
2025 Q2	$700K	Sell	14,635 -10,920	-43%	-$518K	0.14%	98
2025 Q1	$1.22M	Sell	25,555 -48,947	-66%	-$2.33M	0.25%	60
2024 Q4	$3.53M	Sell	74,502 -13,610	-15%	-$650K	0.75%	38
2024 Q3	$4.24M	Sell	88,112 -1,445	-2%	-$69K	0.89%	35
2024 Q2	$4.23M	Sell	89,557 -57	-0.1%	-$2.69K	0.96%	30
2024 Q1	$4.25M	Sell	89,614 -10,810	-11%	-$515K	1.01%	30
2023 Q4	$4.8M	Sell	100,424 -5,570	-5%	-$261K	1.22%	22
2023 Q3	$4.9M	Sell	105,994 -27,291	-20%	-$1.28M	1.37%	19
2023 Q2	$6.27M	Sell	133,285 -1,888	-1%	-$88.9K	1.75%	13
2023 Q1	$6.43M	Buy	135,173 +32,545	+32%	+$1.54M	1.94%	13
2022 Q4	$4.82M	Buy	102,628 +49,248	+92%	+$2.29M	1.56%	20
2022 Q3	$2.46M	Sell	53,380 -60	-0.1%	-$2.83K	0.89%	31
2022 Q2	$2.53M	Buy	53,440 +965	+2%	+$45.3K	0.88%	31
2022 Q1	$2.48M	Buy	52,475 +620	+1%	+$29.9K	0.82%	42
2021 Q4	$2.55M	Buy	51,855 +46,580	+883%	+$2.29M	0.92%	32
2021 Q3	$261K	Buy	+5,275	New	+$262K	0.11%	91