Davis Capital Management’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
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 | +$26.3K | 0.03% | 165 |
|
2020
Q2 | $89K | Buy |
1,793
+555
| +45% | +$27.5K | 0.16% | 77 |
|
2020
Q1 | $61K | Buy |
+1,238
| New | +$61K | 0.13% | 87 |
|