JWS
Juncture Wealth Strategies’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Buy |
24,992
+3,165
| +15% | +$151K | 0.42% | 41 |
|
|
2025
Q1 | $1.04M | Sell |
21,827
-170
| -0.8% | -$8.09K | 0.4% | 42 |
|
|
2024
Q4 | $1.04M | Buy |
21,997
+1,185
| +6% | +$56.2K | 0.39% | 41 |
|
|
2024
Q3 | $1M | Sell |
20,812
-2,622
| -11% | -$126K | 0.39% | 41 |
|
|
2024
Q2 | $1.11M | Sell |
23,434
-3,885
| -14% | -$183K | 0.46% | 39 |
|
|
2024
Q1 | $1.3M | Sell |
27,319
-45
| -0.2% | -$2.14K | 0.56% | 31 |
|
|
2023
Q4 | $1.31M | Buy |
27,364
+3,602
| +15% | +$172K | 0.59% | 34 |
|
|
2023
Q3 | $1.1M | Sell |
23,762
-164
| -0.7% | -$7.58K | 0.54% | 40 |
|
|
2023
Q2 | $1.13M | Buy |
23,926
+6,913
| +41% | +$325K | 0.53% | 34 |
|
|
2023
Q1 | $809K | Buy |
17,013
+54
| +0.3% | +$2.57K | 0.4% | 46 |
|
|
2022
Q4 | $797K | Sell |
16,959
-2,605
| -13% | -$122K | 0.38% | 47 |
|
|
2022
Q3 | $902K | Buy |
19,564
+566
| +3% | +$26.1K | 0.45% | 40 |
|
|
2022
Q2 | $898K | Buy |
18,998
+5,533
| +41% | +$262K | 0.44% | 38 |
|
|
2022
Q1 | $637K | Buy |
13,465
+696
| +5% | +$32.9K | 0.3% | 64 |
|
|
2021
Q4 | $628K | Buy |
12,769
+869
| +7% | +$42.7K | 0.3% | 67 |
|
|
2021
Q3 | $588K | Buy |
11,900
+203
| +2% | +$10K | 0.31% | 64 |
|
|
2021
Q2 | $580K | Buy |
11,697
+1,545
| +15% | +$76.6K | 0.33% | 67 |
|
|
2021
Q1 | $503K | Buy |
10,152
+154
| +2% | +$7.63K | 0.32% | 70 |
|
|
2020
Q4 | $498K | Buy |
9,998
+975
| +11% | +$48.6K | 0.32% | 70 |
|
|
2020
Q3 | $450K | Buy |
9,023
+3,635
| +67% | +$181K | 0.31% | 73 |
|
|
2020
Q2 | $269K | Buy |
+5,388
| New | +$269K | 0.2% | 91 |
|
|
2019
Q2 | – | Sell |
-6,206
| Closed | -$301K | – | 119 |
|
|
2019
Q1 | $301K | Sell |
6,206
-1,478
| -19% | -$71.7K | 0.23% | 95 |
|
|
2018
Q4 | $369K | Sell |
7,684
-2,144
| -22% | -$103K | 0.25% | 81 |
|
|
2018
Q3 | $469K | Buy |
9,828
+1,593
| +19% | +$76K | 0.25% | 77 |
|
|
2018
Q2 | $395K | Buy |
8,235
+669
| +9% | +$32.1K | 0.21% | 77 |
|
|
2018
Q1 | $362K | Buy |
7,566
+882
| +13% | +$42.2K | 0.2% | 77 |
|
|
2017
Q4 | $320K | Buy |
6,684
+1,062
| +19% | +$50.8K | 0.18% | 76 |
|
|
2017
Q3 | $273K | Buy |
5,622
+1,184
| +27% | +$57.5K | 0.15% | 79 |
|
|
2017
Q2 | $215K | Buy |
4,438
+254
| +6% | +$12.3K | 0.12% | 83 |
|
|
2017
Q1 | $203K | Sell |
4,184
-248
| -6% | -$12K | 0.12% | 83 |
|
|
2016
Q4 | $212K | Buy |
+4,432
| New | +$212K | 0.15% | 80 |
|