AWM
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Austin Wealth Management’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Austin Wealth Management’s Portfolio SHM Stock Details SHM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,285
Closed -$202K – 143
2025
Q1 		$202K Sell
4,285
-1,192
-22% -$56.3K 0.04% 127
2024
Q4 		$260K Buy
+5,477
New +$260K 0.05% 104