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

Mattern Wealth Management’s Portfolio SHM Stock Details SHM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-40,982
Closed -$2.04M – 146
2020
Q2 		$2.04M Buy
40,982
+28,606
+231% +$1.43M 0.99% 33
2020
Q1 		$605K Sell
12,376
-697
-5% -$34.1K 0.44% 72
2019
Q4 		$642K Buy
+13,073
New +$642K 0.39% 81