NWM
Northwest 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 | $507K | Hold |
10,604
| – | – | 0.09% | 103 |
|
|
2025
Q1 | $505K | Buy |
10,604
+47
| +0.4% | +$2.24K | 0.1% | 97 |
|
|
2024
Q4 | $500K | Hold |
10,557
| – | – | 0.11% | 96 |
|
|
2024
Q3 | $508K | Hold |
10,557
| – | – | 0.12% | 94 |
|
|
2024
Q2 | $498K | Hold |
10,557
| – | – | 0.13% | 93 |
|
|
2024
Q1 | $501K | Hold |
10,557
| – | – | 0.14% | 94 |
|
|
2023
Q4 | $505K | Sell |
10,557
-6,875
| -39% | -$329K | 0.15% | 92 |
|
|
2023
Q3 | $806K | Hold |
17,432
| – | – | 0.29% | 69 |
|
|
2023
Q2 | $820K | Hold |
17,432
| – | – | 0.3% | 69 |
|
|
2023
Q1 | $829K | Hold |
17,432
| – | – | 0.32% | 66 |
|
|
2022
Q4 | $819K | Hold |
17,432
| – | – | 0.35% | 66 |
|
|
2022
Q3 | $803K | Hold |
17,432
| – | – | 0.35% | 68 |
|
|
2022
Q2 | $824K | Hold |
17,432
| – | – | 0.36% | 66 |
|
|
2022
Q1 | $825K | Hold |
17,432
| – | – | 0.4% | 63 |
|
|
2021
Q4 | $857K | Sell |
17,432
-346
| -2% | -$17K | 0.4% | 61 |
|
|
2021
Q3 | $878K | Sell |
17,778
-202
| -1% | -$9.98K | 0.44% | 54 |
|
|
2021
Q2 | $891K | Sell |
17,980
-366
| -2% | -$18.1K | 0.47% | 53 |
|
|
2021
Q1 | $909K | Buy |
18,346
+476
| +3% | +$23.6K | 0.57% | 46 |
|
|
2020
Q4 | $890K | Buy |
17,870
+1
| +0% | +$50 | 0.61% | 45 |
|
|
2020
Q3 | $891K | Sell |
17,869
-324
| -2% | -$16.2K | 0.74% | 40 |
|
|
2020
Q2 | $907K | Sell |
18,193
-447
| -2% | -$22.3K | 0.79% | 38 |
|
|
2020
Q1 | $911K | Sell |
18,640
-6,640
| -26% | -$325K | 0.92% | 34 |
|
|
2019
Q4 | $1.24M | Hold |
25,280
| – | – | 1.14% | 25 |
|
|
2019
Q3 | $1.24M | Buy |
25,280
+550
| +2% | +$26.9K | 1.02% | 30 |
|
|
2019
Q2 | $1.21M | Buy |
24,730
+8,042
| +48% | +$393K | 0.98% | 31 |
|
|
2019
Q1 | $809K | Buy |
16,688
+430
| +3% | +$20.8K | 0.61% | 45 |
|
|
2018
Q4 | $781K | Hold |
16,258
| – | – | 0.66% | 41 |
|
|
2018
Q3 | $775K | Buy |
16,258
+6,145
| +61% | +$293K | 0.58% | 43 |
|
|
2018
Q2 | $485K | Buy |
10,113
+2,355
| +30% | +$113K | 0.36% | 63 |
|
|
2018
Q1 | $371K | Buy |
7,758
+2,204
| +40% | +$105K | 0.28% | 74 |
|
|
2017
Q4 | $266K | Hold |
5,554
| – | – | 0.22% | 82 |
|
|
2017
Q3 | $270K | Sell |
5,554
-5,020
| -47% | -$244K | 0.38% | 53 |
|
|
2017
Q2 | $513K | Hold |
10,574
| – | – | 0.47% | 48 |
|
|
2017
Q1 | $512K | Sell |
10,574
-2,714
| -20% | -$131K | 0.47% | 48 |
|
|
2016
Q4 | $637K | Buy |
+13,288
| New | +$637K | 0.65% | 38 |
|