A detailed history of Mbm Wealth Consultants, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Mbm Wealth Consultants, LLC holds 83,429 shares of SHM stock, worth $3.96 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares
83,429
Previous 68,345 22.07%
Holding current value
$3.96 Million
Previous $3.23 Million 24.53%
% of portfolio
1.31%
Previous 1.11%

Shares

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

Oct 07, 2024

BUY
$47.01 - $48.2 $709,098 - $727,048
15,084 Added 22.07%
83,429 $4.02 Million
Q2 2024

Jul 30, 2024

BUY
$46.84 - $47.32 $353,829 - $357,455
7,554 Added 12.43%
68,345 $3.23 Million
Q1 2024

Apr 18, 2024

BUY
$47.44 - $47.9 $253,424 - $255,881
5,342 Added 9.63%
60,791 $2.88 Million
Q4 2023

Jan 30, 2024

BUY
$46.12 - $47.85 $712,185 - $738,899
15,442 Added 38.6%
55,449 $2.65 Million
Q3 2023

Oct 19, 2023

SELL
$46.19 - $47.22 $148,593 - $151,906
-3,217 Reduced 7.44%
40,007 $1.85 Million
Q2 2023

Jul 24, 2023

SELL
$46.54 - $47.72 $757,252 - $776,452
-16,271 Reduced 27.35%
43,224 $2.03 Million
Q4 2022

Feb 15, 2023

SELL
$45.97 - $47.2 $193,717 - $198,900
-4,214 Reduced 6.61%
59,495 $2.8 Million
Q3 2022

Oct 24, 2022

SELL
$46.05 - $47.82 $228,776 - $237,569
-4,968 Reduced 7.23%
63,709 $2.94 Million
Q2 2022

Aug 15, 2022

SELL
$46.52 - $47.45 $94,389 - $96,276
-2,029 Reduced 2.87%
68,677 $3.25 Million
Q1 2022

May 16, 2022

BUY
$47.3 - $49.17 $64,280 - $66,822
1,359 Added 1.96%
70,706 $3.35 Million
Q4 2021

Feb 15, 2022

BUY
$49.16 - $49.38 $501,677 - $503,922
10,205 Added 17.26%
69,347 $3.41 Million
Q3 2021

Nov 16, 2021

BUY
$49.4 - $49.69 $80,472 - $80,945
1,629 Added 2.83%
59,142 $2.92 Million
Q2 2021

Aug 13, 2021

BUY
$49.5 - $49.73 $104,247 - $104,731
2,106 Added 3.8%
57,513 $2.85 Million
Q1 2021

May 10, 2021

BUY
$49.43 - $49.87 $55,658 - $56,153
1,126 Added 2.07%
55,407 $2.75 Million
Q4 2020

Feb 09, 2021

BUY
$49.66 - $49.86 $380,991 - $382,525
7,672 Added 16.46%
54,281 $2.7 Million
Q3 2020

Nov 12, 2020

BUY
$49.76 - $50.06 $43,241 - $43,502
869 Added 1.9%
46,609 $2.32 Million
Q2 2020

Aug 07, 2020

SELL
$48.24 - $49.96 $15,485 - $16,037
-321 Reduced 0.7%
45,740 $2.28 Million
Q1 2020

May 13, 2020

BUY
$43.92 - $49.69 $507,846 - $574,565
11,563 Added 33.52%
46,061 $2.25 Million
Q4 2019

Feb 11, 2020

SELL
$48.87 - $49.12 $24,581 - $24,707
-503 Reduced 1.44%
34,498 $1.69 Million
Q3 2019

Oct 30, 2019

BUY
$48.76 - $49.06 $77,528 - $78,005
1,590 Added 4.76%
35,001 $1.72 Million
Q2 2019

Jul 30, 2019

BUY
N/A
2,924 Added 9.59%
33,411 $1.64 Million
Q1 2019

Apr 25, 2019

BUY
N/A
4,245 Added 16.18%
30,487 $1.48 Million
Q4 2018

Feb 13, 2019

BUY
N/A
26,242 New
26,242 $1.26 Million

Others Institutions Holding SHM

About SPDR NUVEEN BLOOMBERG SHORT TE


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

Track Mbm Wealth Consultants, LLC Portfolio

Follow Mbm Wealth Consultants, 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 Mbm Wealth Consultants, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mbm Wealth Consultants, LLC with notifications on news.