Aquire Wealth Advisors, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Aquire Wealth Advisors, LLC

  • $379 Million
  • Q4 2025

A detailed history of Aquire Wealth Advisors, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Aquire Wealth Advisors, LLC holds 39,423 shares of SHM stock, worth $1.89 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
39,423
Previous 38,337 2.83%
Holding current value
$1.89 Million
Previous $1.85 Million 2.22%
% of portfolio
0.5%
Previous 0.46%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
BUY
$47.86 - $48.14 $51,975 - $52,280
1,086 Added 2.83%
39,423 $1.89 Million
Q3 2025

Oct 17, 2025
SELL
$47.76 - $48.46 $53,443 - $54,226
-1,119 Reduced 2.84%
38,337 $1.85 Million
Q2 2025

Jul 22, 2025
SELL
$47.02 - $47.83 $1.22 Million - $1.25 Million
-26,039 Reduced 39.76%
39,456 $1.89 Million
Q1 2025

May 09, 2025
SELL
$47.33 - $47.92 $903,861 - $915,128
-19,097 Reduced 22.58%
65,495 $3.12 Million
Q4 2024

Feb 13, 2025
SELL
$47.26 - $48.18 $235,969 - $240,562
-4,993 Reduced 5.57%
84,592 $4.01 Million
Q3 2024

Nov 04, 2024
SELL
$47.01 - $48.2 $83,207 - $85,314
-1,770 Reduced 1.94%
89,585 $4.31 Million
Q2 2024

Aug 14, 2024
SELL
$46.84 - $47.32 $45,622 - $46,089
-974 Reduced 1.05%
91,355 $4.31 Million
Q1 2024

May 13, 2024
SELL
$47.44 - $47.9 $56,785 - $57,336
-1,197 Reduced 1.28%
92,329 $4.38 Million
Q4 2023

Jan 11, 2024
SELL
$46.12 - $47.85 $90,256 - $93,642
-1,957 Reduced 2.05%
93,526 $4.47 Million
Q3 2023

Oct 30, 2023
SELL
$46.19 - $47.22 $109,516 - $111,958
-2,371 Reduced 2.42%
95,483 $4.41 Million
Q2 2023

Aug 03, 2023
SELL
$46.54 - $47.72 $141,202 - $144,782
-3,034 Reduced 3.01%
97,854 $4.6 Million
Q1 2023

May 01, 2023
SELL
$46.61 - $47.68 $17,199 - $17,593
-369 Reduced 0.36%
100,888 $4.8 Million
Q4 2022

Jan 20, 2023
BUY
$45.97 - $47.2 $19,077 - $19,588
415 Added 0.41%
101,257 $0
Q3 2022

Oct 18, 2022
SELL
$46.05 - $47.82 $29,794 - $30,939
-647 Reduced 0.64%
100,842 $4.65 Million
Q2 2022

Jul 27, 2022
SELL
$46.52 - $47.45 $272,374 - $277,819
-5,855 Reduced 5.45%
101,489 $4.8 Million
Q1 2022

Apr 28, 2022
BUY
$47.3 - $49.17 $473 - $491
10 Added 0.01%
107,344 $5.08 Million
Q4 2021

Feb 09, 2022
BUY
$49.16 - $49.38 $5.28 Million - $5.3 Million
107,334 New
107,334 $5.28 Million

Others Institutions Holding SHM

# of Institutions
442
Shares Held
68.1M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR NUVEEN BLOOMBERG SHORT TE

SHM Quotes by TradingView
  • Ticker SHM
  • Sector ETFs
  • Industry ETFs
More about SHM
Track This Portfolio

Track Aquire Wealth Advisors, LLC Portfolio

Follow Aquire Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aquire Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aquire Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email