A detailed history of Investment Partners, Ltd. transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Investment Partners, Ltd. holds 21,038 shares of SHM stock, worth $997,411. This represents 0.42% of its overall portfolio holdings.

Number of Shares
21,038
Previous 20,234 3.97%
Holding current value
$997,411
Previous $954,000 6.08%
% of portfolio
0.42%
Previous 0.43%

Shares

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

Nov 04, 2024

BUY
$47.01 - $48.2 $37,796 - $38,752
804 Added 3.97%
21,038 $1.01 Million
Q2 2024

Aug 07, 2024

SELL
$46.84 - $47.32 $5,011 - $5,063
-107 Reduced 0.53%
20,234 $954,000
Q4 2023

Feb 02, 2024

BUY
$46.12 - $47.85 $19,232 - $19,953
417 Added 2.09%
20,341 $972,000
Q2 2023

Aug 07, 2023

SELL
$46.54 - $47.72 $49,006 - $50,249
-1,053 Reduced 5.02%
19,924 $937,000
Q1 2023

May 08, 2023

SELL
$46.61 - $47.68 $36,402 - $37,238
-781 Reduced 3.59%
20,977 $997,000
Q4 2022

Jan 17, 2023

BUY
$45.97 - $47.2 $746,644 - $766,622
16,242 Added 294.45%
21,758 $0
Q3 2022

Oct 21, 2022

SELL
$46.05 - $47.82 $90,626 - $94,109
-1,968 Reduced 26.3%
5,516 $254,000
Q2 2022

Aug 05, 2022

SELL
$46.52 - $47.45 $38,704 - $39,478
-832 Reduced 10.0%
7,484 $354,000
Q1 2022

Apr 22, 2022

BUY
$47.3 - $49.17 $46,779 - $48,629
989 Added 13.5%
8,316 $394,000
Q1 2021

May 06, 2021

BUY
$49.43 - $49.87 $106,422 - $107,370
2,153 Added 41.61%
7,327 $363,000
Q4 2020

Jan 19, 2021

SELL
$49.66 - $49.86 $14,897 - $14,958
-300 Reduced 5.48%
5,174 $258,000
Q2 2020

Aug 06, 2020

BUY
$48.24 - $49.96 $264,065 - $273,481
5,474 New
5,474 $273,000
Q2 2019

Jul 30, 2019

SELL
N/A
-6,074 Closed
0 $0
Q1 2019

May 03, 2019

BUY
N/A
6,074 New
6,074 $294,000

Others Institutions Holding SHM

About SPDR NUVEEN BLOOMBERG SHORT TE


  • Ticker SHM
  • Sector ETFs
  • Industry ETFs
More about SHM
Track This Portfolio

Track Investment Partners, Ltd. Portfolio

Follow Investment Partners, Ltd. 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 Investment Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Investment Partners, Ltd. with notifications on news.