Davis Capital Management
SHM icon

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

Davis Capital 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
Q3 		– Sell
-450
Closed -$21.6K – 1340
2026
Q2 		$21.6K Hold
450
– – 0.01% 214
2026
Q1 		$21.5K Sell
450
-100
-18% -$4.82K 0.01% 176
2025
Q4 		$26.4K Hold
550
– – 0.02% 174
2025
Q3 		$26.5K Buy
+550
New +$26.5K 0.02% 175
2025
Q1 		$26.2K Hold
550
– – 0.02% 178
2024
Q4 		$26.1K Hold
550
– – 0.02% 176
2024
Q3 		$26.5K Hold
550
– – 0.02% 181
2024
Q2 		$25.9K Hold
550
– – 0.02% 177
2024
Q1 		$26K Hold
550
– – 0.02% 172
2023
Q4 		$26.3K Buy
+550
New +$25.8K 0.03% 165
2020
Q2 		$89K Buy
1,793
+555
+45% +$27.4K 0.16% 77
2020
Q1 		$61K Buy
+1,238
New +$60.5K 0.13% 87

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Truist Financial
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Wealth Enhancement Advisory Services
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Davis Capital Management's SHM Position: Q3 2026 in Review

Davis Capital Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2026, closing a stake of 450 shares — an estimated $21.6K sold.

Davis Capital Management first reported a position in SHM in Q1 2020 and held it in 12 quarters. The position peaked at $89K in Q2 2020. 234 funds tracked by Wall St. Rank hold SHM as of Q3 2026.

  • Davis Capital Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Davis Capital Management sold 450 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2026, an estimated $21.6K.
  • Davis Capital Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2020 and held it in 12 quarters.
  • Davis Capital Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $89K in Q2 2020.
  • 234 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2026.

Based on Davis Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.