TruNorth Capital Management, LLC SHM Holdings History
TruNorth Capital Management, LLC's SPDR Nuveen ICE Short Term Municipal Bond ETF Holding Summary
As of 2025-06-30, TruNorth Capital Management, LLC held 150,110.00 shares of SPDR Nuveen ICE Short Term Municipal Bond ETF(SHM), totaling $7.18 Mil. This investment constitutes 1.6% of their stock portfolio, and TruNorth Capital Management, LLC now holds 0.21% of the outstanding SPDR Nuveen ICE Short Term Municipal Bond ETF(SHM) stock.
The initial trade took place in 2024Q1. And since then TruNorth Capital Management, LLC has made 3 purchases of SHM, at an average price of $47.54, for a total of 154,665.00 shares. In addition, there have been 2 sales at an average price of $47.68 for 4,555.00 shares. Based on historical transaction data and SHM's current price of $47.92, TruNorth Capital Management, LLC's estimated gain on his SHM holdings is $57,041.61, reflecting a 0.78% gain to date.
TruNorth Capital Management, LLC SHM ($47.92) Holding Chart
TruNorth Capital Management, LLC SHM ($47.92) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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