McAdam LLC’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

McAdam LLC’s Portfolio SHM Stock Details SHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.23M	Buy	109,314 +3,265	+3%	+$157K	0.24%	53
2025 Q4	$5.09M	Buy	106,049 +9,834	+10%	+$472K	0.23%	53
2025 Q3	$4.64M	Buy	96,215 +5,675	+6%	+$273K	0.23%	57
2025 Q2	$4.33M	Buy	90,540 +36,526	+68%	+$1.73M	0.24%	58
2025 Q1	$2.57M	Sell	54,014 -28,087	-34%	-$1.34M	0.16%	81
2024 Q4	$3.89M	Buy	82,101 +1,643	+2%	+$78.4K	0.21%	66
2024 Q3	$3.87M	Buy	80,458 +5,054	+7%	+$241K	0.22%	64
2024 Q2	$3.56M	Buy	75,404 +6,163	+9%	+$291K	0.21%	61
2024 Q1	$3.28M	Buy	69,241 +11,002	+19%	+$524K	0.21%	62
2023 Q4	$2.78M	Buy	58,239 +5,439	+10%	+$255K	0.2%	64
2023 Q3	$2.44M	Sell	52,800 -4,591	-8%	-$215K	0.2%	65
2023 Q2	$2.7M	Buy	57,391 +4,874	+9%	+$229K	0.22%	60
2023 Q1	$2.5M	Sell	52,517 -41,945	-44%	-$1.98M	0.22%	65
2022 Q4	$4.65M	Buy	94,462 +28,692	+44%	+$1.34M	0.46%	39
2022 Q3	$3.03M	Buy	65,770 +6,796	+12%	+$321K	0.33%	53
2022 Q2	$2.79M	Sell	58,974 -135	-0.2%	-$6.34K	0.29%	58
2022 Q1	$2.8M	Sell	59,109 -35,353	-37%	-$1.7M	0.26%	51
2021 Q4	$4.65M	Buy	94,462 +9,345	+11%	+$460K	0.46%	39
2021 Q3	$4.21M	Buy	85,117 +4,777	+6%	+$237K	0.47%	38
2021 Q2	$3.99M	Buy	80,340 +11,661	+17%	+$578K	0.45%	39
2021 Q1	$3.4M	Buy	68,679 +6,517	+10%	+$324K	0.48%	36
2020 Q4	$3.1M	Buy	62,162 +5,963	+11%	+$297K	0.47%	35
2020 Q3	$2.8M	Buy	56,199 +3,080	+6%	+$154K	0.53%	33
2020 Q2	$2.65M	Buy	53,119 +3,335	+7%	+$165K	0.56%	33
2020 Q1	$2.43M	Buy	49,784 +4,668	+10%	+$228K	0.65%	28
2019 Q4	$2.22M	Buy	45,116 +6,166	+16%	+$302K	0.54%	29
2019 Q3	$1.91M	Sell	38,950 -5,247	-12%	-$258K	0.52%	31
2019 Q2	$2.16M	Buy	44,197 +2,536	+6%	+$123K	0.65%	28
2019 Q1	$2.02M	Buy	41,661 +4,024	+11%	+$194K	0.67%	27
2018 Q4	$1.81M	Buy	37,637 +13,591	+57%	+$648K	0.71%	26
2018 Q3	$1.15M	Buy	24,046 +2,799	+13%	+$134K	0.42%	32
2018 Q2	$1.02M	Buy	21,247 +2,533	+14%	+$121K	0.42%	30
2018 Q1	$895K	Buy	18,714 +7,684	+70%	+$368K	0.41%	30
2017 Q4	$536K	Hold	11,030	–	–	0.38%	29
2017 Q3	$536K	Buy	11,030 +3,054	+38%	+$149K	0.38%	29
2017 Q2	$387K	Buy	7,976 +445	+6%	+$21.6K	0.31%	31
2017 Q1	$365K	Buy	7,531 +2,064	+38%	+$99.6K	0.34%	34
2016 Q4	$262K	Buy	+5,467	New	+$264K	0.26%	39