MWM
McNaughton Wealth Management’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 | $2.61M | Sell |
54,516
-2,264
| -4% | -$108K | 1.16% | 29 |
|
|
2025
Q1 | $2.7M | Sell |
56,780
-4,164
| -7% | -$198K | 1.31% | 24 |
|
|
2024
Q4 | $2.89M | Buy |
60,944
+3,371
| +6% | +$160K | 1.39% | 22 |
|
|
2024
Q3 | $2.77M | Buy |
57,573
+3,218
| +6% | +$155K | 1.35% | 22 |
|
|
2024
Q2 | $2.57M | Sell |
54,355
-172
| -0.3% | -$8.12K | 1.36% | 22 |
|
|
2024
Q1 | $2.59M | Buy |
54,527
+9,552
| +21% | +$453K | 1.43% | 22 |
|
|
2023
Q4 | $2.15M | Buy |
44,975
+7,096
| +19% | +$339K | 1.27% | 22 |
|
|
2023
Q3 | $1.75M | Buy |
37,879
+3,997
| +12% | +$185K | 1.16% | 24 |
|
|
2023
Q2 | $1.59M | Sell |
33,882
-2,469
| -7% | -$116K | 1.02% | 21 |
|
|
2023
Q1 | $1.73M | Sell |
36,351
-5,207
| -13% | -$248K | 1.15% | 24 |
|
|
2022
Q4 | $1.95M | Sell |
41,558
-2,971
| -7% | -$140K | 1.33% | 24 |
|
|
2022
Q3 | $2.05M | Buy |
44,529
+5,188
| +13% | +$239K | 1.51% | 21 |
|
|
2022
Q2 | $1.86M | Buy |
39,341
+2,504
| +7% | +$118K | 1.31% | 23 |
|
|
2022
Q1 | $1.74M | Sell |
36,837
-1,942
| -5% | -$91.9K | 1.13% | 24 |
|
|
2021
Q4 | $1.9M | Sell |
38,779
-7,318
| -16% | -$359K | 1.23% | 22 |
|
|
2021
Q3 | $2.28M | Buy |
46,097
+925
| +2% | +$45.7K | 1.61% | 22 |
|
|
2021
Q2 | $2.24M | Buy |
45,172
+6,771
| +18% | +$336K | 1.57% | 21 |
|
|
2021
Q1 | $1.9M | Sell |
38,401
-668
| -2% | -$33.1K | 1.46% | 21 |
|
|
2020
Q4 | $1.95M | Buy |
39,069
+7,040
| +22% | +$350K | 1.56% | 21 |
|
|
2020
Q3 | $1.6M | Buy |
32,029
+6,209
| +24% | +$310K | 1.4% | 21 |
|
|
2020
Q2 | $1.29M | Buy |
25,820
+666
| +3% | +$33.2K | 1.19% | 21 |
|
|
2020
Q1 | $1.23M | Buy |
25,154
+4,856
| +24% | +$237K | 1.31% | 22 |
|
|
2019
Q4 | $995K | Buy |
+20,298
| New | +$995K | 0.93% | 30 |
|