CAP Partners LLC’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $347K | Buy |
7,260
+26
| +0.4% | +$1.24K | 0.22% | 96 |
|
|
2025
Q1 | $344K | Sell |
7,234
-296
| -4% | -$14.1K | 0.25% | 93 |
|
|
2024
Q4 | $357K | Buy |
7,530
+21
| +0.3% | +$995 | 0.25% | 90 |
|
|
2024
Q3 | $361K | Buy |
7,509
+27
| +0.4% | +$1.3K | 0.27% | 89 |
|
|
2024
Q2 | $353K | Buy |
7,482
+19
| +0.3% | +$897 | 0.29% | 84 |
|
|
2024
Q1 | $354K | Buy |
7,463
+31
| +0.4% | +$1.47K | 0.31% | 80 |
|
|
2023
Q4 | $355K | Buy |
+7,432
| New | +$355K | 0.35% | 66 |
|