Davidson Investment Advisors’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 | $3.05M | Sell |
63,789
-8,153
| -11% | -$390K | 0.14% | 86 |
|
|
2025
Q1 | $3.42M | Sell |
71,942
-4,986
| -6% | -$237K | 0.17% | 85 |
|
|
2024
Q4 | $3.65M | Buy |
76,928
+49
| +0.1% | +$2.32K | 0.18% | 84 |
|
|
2024
Q3 | $3.7M | Sell |
76,879
-4,638
| -6% | -$223K | 0.18% | 84 |
|
|
2024
Q2 | $3.85M | Sell |
81,517
-13,752
| -14% | -$649K | 0.2% | 84 |
|
|
2024
Q1 | $4.52M | Sell |
95,269
-21,597
| -18% | -$1.02M | 0.23% | 85 |
|
|
2023
Q4 | $5.59M | Sell |
116,866
-8,228
| -7% | -$393K | 0.32% | 80 |
|
|
2023
Q3 | $5.78M | Sell |
125,094
-922
| -0.7% | -$42.6K | 0.37% | 79 |
|
|
2023
Q2 | $5.93M | Sell |
126,016
-124,464
| -50% | -$5.86M | 0.37% | 78 |
|
|
2023
Q1 | $11.9M | Buy |
+250,480
| New | +$11.9M | 0.78% | 67 |
|