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

Peak Wealth Management’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 Q2	–	Sell	-4,501	Closed	-$215K	–	61
2026 Q1	$215K	Buy	4,501 +133	+3%	+$6.41K	0.18%	50
2025 Q4	$210K	Buy	+4,368	New	+$210K	0.18%	49

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McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return