Concurrent Investment Advisors, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 32,264 shares of SHM stock, worth $1.55 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

32,264

Previous 18,108 78.18%

Holding current value

$1.55 Million

Previous $866 Million 79.63%

% of portfolio

0.03%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$47.76 - $48.46 $676,090 - $685,999	14,156 Added 78.18%	32,264 $1.56 Billion
Q2 2025 Jul 25, 2025	BUY	$47.02 - $47.83 $47,443 - $48,260	1,009 Added 5.9%	18,108 $866 Million
Q1 2025 Apr 29, 2025	SELL	$47.33 - $47.92 $3,786 - $3,833	-80 Reduced 0.47%	17,099 $814 Million
Q4 2024 Feb 03, 2025	BUY	$47.26 - $48.18 $21,172 - $21,584	448 Added 2.68%	17,179 $814 Million
Q3 2024 Oct 30, 2024	SELL	$47.01 - $48.2 $23,740 - $24,341	-505 Reduced 2.93%	16,731 $805 Million

Q2 2024 Jul 30, 2024	BUY	$46.84 - $47.32 $5,339 - $5,394	114 Added 0.67%	17,236 $813 Million
Q1 2024 May 07, 2024	BUY	$47.44 - $47.9 $20,731 - $20,932	437 Added 2.62%	17,122 $812 Million
Q4 2023 Apr 15, 2024	BUY	$46.12 - $47.85 $769,512 - $798,377	16,685 New	16,685 $797 Million

Others Institutions Holding SHM

# of Institutions

441

Shares Held

68M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
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Concurrent Investment Advisors, LLC Spdr Nuveen Bloomberg Short Te Transaction History