Brio Consultants, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Brio Consultants, LLC

$666 Million
Q2 2025

A detailed history of Brio Consultants, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Brio Consultants, LLC holds 84,338 shares of SHM stock, worth $4.05 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

84,338

Previous 88,754 4.98%

Holding current value

$4.05 Million

Previous $4.22 Million 4.52%

% of portfolio

0.61%

Previous 0.67%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	SELL	$47.02 - $47.83 $207,640 - $211,217	-4,416 Reduced 4.98%	84,338 $4.03 Million
Q1 2025 Jul 07, 2025	BUY	$47.33 - $47.92 $4.2 Million - $4.25 Million	88,754 New	88,754 $4.22 Million
Q4 2024 Jan 24, 2025	SELL	$47.26 - $48.18 $819,063 - $835,007	-17,331 Reduced 14.77%	100,027 $4.74 Million
Q3 2024 Oct 18, 2024	SELL	$47.01 - $48.2 $1.01 Million - $1.04 Million	-21,474 Reduced 15.47%	117,358 $5.65 Million
Q2 2024 Aug 05, 2024	BUY	$46.84 - $47.32 $176,914 - $178,727	3,777 Added 2.8%	138,832 $6.55 Million
Q1 2024 Apr 29, 2024	BUY	$47.44 - $47.9 $187,008 - $188,821	3,942 Added 3.01%	135,055 $6.41 Million
Q4 2023 Feb 02, 2024	SELL	$46.12 - $47.85 $64,291 - $66,702	-1,394 Reduced 1.05%	131,113 $6.27 Million
Q3 2023 Oct 27, 2023	BUY	$46.19 - $47.22 $4.69 Million - $4.8 Million	101,591 Added 328.6%	132,507 $6.13 Million
Q2 2023 Aug 09, 2023	BUY	$46.54 - $47.72 $1.44 Million - $1.48 Million	30,916 New	30,916 $1.45 Million
Q2 2020 Jul 14, 2020	SELL	$48.24 - $49.96 $211,966 - $219,524	-4,394 Closed	0 $0
Q1 2020 Apr 16, 2020	BUY	$43.92 - $49.69 $439 - $496	10 Added 0.23%	4,394 $215,000
Q4 2019 Jan 27, 2020	SELL	$48.87 - $49.12 $20,818 - $20,925	-426 Reduced 8.86%	4,384 $215,000
Q3 2019 Oct 10, 2019	BUY	$48.76 - $49.06 $828 - $834	17 Added 0.35%	4,810 $236,000
Q2 2019 Jul 17, 2019	BUY	N/A	16 Added 0.33%	4,793 $235,000
Q1 2019 Apr 23, 2019	BUY	N/A	12 Added 0.25%	4,777 $232,000
Q4 2018 Feb 04, 2019	BUY	N/A	4,765 New	4,765 $229,000

Others Institutions Holding SHM

# of Institutions

450

Shares Held

69M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
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Brio Consultants, LLC Spdr Nuveen Bloomberg Short Te Transaction History