Horizon Family Wealth, Inc. Spdr Nuveen Bloomberg Short Te Transaction History

Horizon Family Wealth, Inc.

$157 Million
Q3 2025

A detailed history of Horizon Family Wealth, Inc. transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Horizon Family Wealth, Inc. holds 46,305 shares of SHM stock, worth $2.22 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares

46,305

Previous 45,451 1.88%

Holding current value

$2.22 Million

Previous $2.17 Million 2.72%

% of portfolio

1.42%

Previous 1.44%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$47.76 - $48.46 $40,787 - $41,384	854 Added 1.88%	46,305 $2.23 Million
Q2 2025 Aug 08, 2025	SELL	$47.02 - $47.83 $1.49 Million - $1.52 Million	-31,752 Reduced 41.13%	45,451 $2.17 Million
Q1 2025 May 09, 2025	BUY	$47.33 - $47.92 $1.32 Million - $1.34 Million	27,885 Added 56.54%	77,203 $3.67 Million
Q4 2024 Feb 11, 2025	BUY	$47.26 - $48.18 $133,367 - $135,963	2,822 Added 6.07%	49,318 $2.34 Million
Q3 2024 Nov 14, 2024	BUY	$47.01 - $48.2 $44,941 - $46,079	956 Added 2.1%	46,496 $2.24 Million

Q2 2024 Aug 07, 2024	BUY	$46.84 - $47.32 $1.29 Million - $1.31 Million	27,636 Added 154.36%	45,540 $2.15 Million
Q1 2024 May 09, 2024	BUY	$47.44 - $47.9 $849,365 - $857,601	17,904 New	17,904 $849,000

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
Sector ETFs
Industry ETFs

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Horizon Family Wealth, Inc. Spdr Nuveen Bloomberg Short Te Transaction History