TCM
TruNorth Capital 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 | $7.18M | Buy |
150,110
+51,296
| +52% | +$2.45M | 1.6% | 12 |
|
|
2025
Q1 | $4.7M | Sell |
98,814
-2,158
| -2% | -$103K | 1.17% | 15 |
|
|
2024
Q4 | $4.79M | Sell |
100,972
-2,397
| -2% | -$114K | 1.31% | 13 |
|
|
2024
Q3 | $4.98M | Buy |
103,369
+4,069
| +4% | +$196K | 1.47% | 12 |
|
|
2024
Q2 | $4.69M | Buy |
99,300
+7,205
| +8% | +$340K | 1.52% | 12 |
|
|
2024
Q1 | $4.37M | Buy |
+92,095
| New | +$4.37M | 1.51% | 13 |
|