Vision 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	-11,508	Closed	-$543K	–	131
2024 Q2	$543K	Sell	11,508 -1,919	-14%	-$90.6K	0.08%	88
2024 Q1	$637K	Sell	13,427 -10,818	-45%	-$513K	0.1%	84
2023 Q4	$1.16M	Buy	24,245 +13,590	+128%	+$649K	0.18%	73
2023 Q3	$493K	Buy	+10,655	New	+$493K	0.09%	73