A detailed history of Cypress Financial Planning LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Cypress Financial Planning LLC holds 16,621 shares of SHM stock, worth $788,001. This represents 0.3% of its overall portfolio holdings.

Number of Shares
16,621
Previous 16,790 1.01%
Holding current value
$788,001
Previous $792,000 1.01%
% of portfolio
0.3%
Previous 0.33%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

SELL
$47.01 - $48.2 $7,944 - $8,145
-169 Reduced 1.01%
16,621 $800,000
Q2 2024

Jul 16, 2024

BUY
$46.84 - $47.32 $163,518 - $165,194
3,491 Added 26.25%
16,790 $792,000
Q1 2024

Apr 12, 2024

BUY
$47.44 - $47.9 $630,904 - $637,022
13,299 New
13,299 $630,000
Q3 2023

Oct 10, 2023

BUY
$46.19 - $47.22 $80,509 - $82,304
1,743 Added 25.8%
8,498 $392,000
Q2 2023

Jul 11, 2023

BUY
$46.54 - $47.72 $87,727 - $89,952
1,885 Added 38.71%
6,755 $317,000
Q1 2023

Apr 07, 2023

BUY
$46.61 - $47.68 $226,990 - $232,201
4,870 New
4,870 $231,000

Others Institutions Holding SHM

About SPDR NUVEEN BLOOMBERG SHORT TE


  • Ticker SHM
  • Sector ETFs
  • Industry ETFs
More about SHM
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