Boston Standard Wealth Management, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Boston Standard Wealth Management, LLC

$555 Million
Q2 2025

A detailed history of Boston Standard Wealth Management, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Boston Standard Wealth Management, LLC holds 40,597 shares of SHM stock, worth $1.95 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

40,597

Previous 37,923 7.05%

Holding current value

$1.95 Million

Previous $1.8 Million 7.71%

% of portfolio

0.35%

Previous 0.39%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 02, 2025	BUY	$47.02 - $47.83 $125,731 - $127,897	2,674 Added 7.05%	40,597 $1.94 Million
Q1 2025 Apr 08, 2025	SELL	$47.33 - $47.92 $167,311 - $169,397	-3,535 Reduced 8.53%	37,923 $1.8 Million
Q4 2024 Jan 27, 2025	BUY	$47.26 - $48.18 $161,581 - $164,727	3,419 Added 8.99%	41,458 $1.97 Billion
Q3 2024 Oct 07, 2024	BUY	$47.01 - $48.2 $5,453 - $5,591	116 Added 0.31%	38,039 $1.83 Billion
Q2 2024 Jul 10, 2024	SELL	$46.84 - $47.32 $17,096 - $17,271	-365 Reduced 0.95%	37,923 $1.79 Billion
Q1 2024 Apr 11, 2024	BUY	$47.44 - $47.9 $251,242 - $253,678	5,296 Added 16.05%	38,288 $1.82 Billion
Q3 2023 Oct 10, 2023	BUY	$46.19 - $47.22 $415,248 - $424,507	8,990 Added 37.46%	32,992 $1.53 Billion
Q2 2023 Jul 06, 2023	BUY	$46.54 - $47.72 $289,944 - $297,295	6,230 Added 35.06%	24,002 $1.13 Billion
Q1 2023 Apr 04, 2023	BUY	$46.61 - $47.68 $7,271 - $7,438	156 Added 0.89%	17,772 $845 Million
Q4 2022 Jan 10, 2023	SELL	$45.97 - $47.2 $2,620 - $2,690	-57 Reduced 0.32%	17,616 $828 Million
Q3 2022 Oct 13, 2022	SELL	$46.05 - $47.82 $13,170 - $13,676	-286 Reduced 1.59%	17,673 $815 Million
Q2 2022 Jul 12, 2022	SELL	$46.52 - $47.45 $354,528 - $361,616	-7,621 Reduced 29.79%	17,959 $850 Million
Q1 2022 Apr 12, 2022	BUY	$47.3 - $49.17 $46,022 - $47,842	973 Added 3.95%	25,580 $1.21 Billion
Q4 2021 Jan 18, 2022	BUY	$49.16 - $49.38 $253,714 - $254,850	5,161 Added 26.54%	24,607 $1.21 Billion
Q3 2021 Oct 07, 2021	BUY	$49.4 - $49.69 $108,136 - $108,771	2,189 Added 12.68%	19,446 $961 Million
Q2 2021 Jul 13, 2021	BUY	$49.5 - $49.73 $24,255 - $24,367	490 Added 2.92%	17,257 $855 Million
Q1 2021 Apr 19, 2021	BUY	$49.43 - $49.87 $6,771 - $6,832	137 Added 0.82%	16,767 $0
Q4 2020 Jan 12, 2021	SELL	$49.66 - $49.86 $844 - $847	-17 Reduced 0.1%	16,630 $828 Million
Q3 2020 Oct 20, 2020	SELL	$49.76 - $50.06 $701,217 - $705,445	-14,092 Reduced 45.84%	16,647 $0
Q2 2020 Jul 06, 2020	BUY	$48.24 - $49.96 $30,005 - $31,075	622 Added 2.07%	30,739 $1.53 Billion
Q1 2020 Apr 13, 2020	BUY	$43.92 - $49.69 $92,715 - $104,895	2,111 Added 7.54%	30,117 $1.46 Billion
Q4 2019 Jan 06, 2020	BUY	$48.87 - $49.12 $1.37 Million - $1.38 Million	28,006 New	28,006 $1.38 Billion
Q3 2019 Oct 08, 2019	SELL	$48.76 - $49.06 $1.34 Million - $1.35 Million	-27,508 Closed	0 $0
Q2 2019 Jul 09, 2019	SELL	N/A	-270,270 Reduced 90.76%	27,508 $1.35 Billion
Q1 2019 Apr 11, 2019	BUY	N/A	270,518 Added 992.36%	297,778 $1.44 Billion
Q4 2018 Jan 10, 2019	BUY	N/A	15,347 Added 128.83%	27,260 $0
Q3 2018 Oct 03, 2018	BUY	N/A	2,996 Added 33.6%	11,913 $568 Million
Q1 2018 Apr 10, 2018	BUY	N/A	2,426 Added 37.37%	8,917 $426 Million
Q4 2017 Jan 09, 2018	BUY	N/A	6,491	6,491 $311 Million

Others Institutions Holding SHM

# of Institutions

452

Shares Held

70.1M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
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Boston Standard Wealth Management, LLC Spdr Nuveen Bloomberg Short Te Transaction History