KM 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
2024
Q3
Sell
-14,507
Closed -$685K 47
2024
Q2
$685K Sell
14,507
-2,761
-16% -$130K 0.35% 32
2024
Q1
$819K Buy
17,268
+242
+1% +$11.5K 0.45% 30
2023
Q4
$814K Buy
17,026
+194
+1% +$9.27K 0.47% 30
2023
Q3
$778K Sell
16,832
-50,971
-75% -$2.36M 0.53% 28
2023
Q2
$3.19M Buy
+67,803
New +$3.19M 2.3% 12