Belpointe Asset Management LLC Spdr Nuveen Bloomberg Short Te Transaction History

Belpointe Asset Management LLC

$1.69 Billion
Q1 2025

A detailed history of Belpointe Asset Management LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Belpointe Asset Management LLC holds 16,217 shares of SHM stock, worth $771,604. This represents 0.05% of its overall portfolio holdings.

Number of Shares

16,217

Holding current value

$771,604

% of portfolio

0.05%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 20, 2025	BUY	$47.33 - $47.92 $767,550 - $777,118	16,217 New	16,217 $771,000
Q4 2022 Feb 08, 2023	SELL	$45.97 - $47.2 $48,176 - $49,465	-1,048 Reduced 41.46%	1,480 $69,000
Q3 2022 Nov 14, 2022	BUY	$46.05 - $47.82 $13,124 - $13,628	285 Added 12.71%	2,528 $117,000
Q2 2022 Aug 02, 2022	BUY	$46.52 - $47.45 $104,344 - $106,430	2,243 New	2,243 $106,000
Q1 2020 Jul 20, 2020	SELL	$43.92 - $49.69 $91,221 - $103,206	-2,077 Closed	0 $0
Q4 2019 Feb 18, 2020	SELL	$48.87 - $49.12 $3,762 - $3,782	-77 Reduced 3.57%	2,077 $102,000
Q3 2019 Jan 16, 2020	BUY	$48.76 - $49.06 $105,029 - $105,675	2,154 New	2,154 $106,000
Q1 2019 Jun 11, 2019	SELL	N/A	-2,772 Closed	0 $0
Q4 2018 Mar 06, 2019	SELL	N/A	-1,085 Reduced 28.13%	2,772 $133,000
Q3 2018 Nov 23, 2018	BUY	N/A	3,857 New	3,857 $184,000

Others Institutions Holding SHM

# of Institutions

462

Shares Held

71.1M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG SHORT TE

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Belpointe Asset Management LLC Spdr Nuveen Bloomberg Short Te Transaction History