Confluence Investment Management LLC Spdr Nuveen Bloomberg Short Te Transaction History

Confluence Investment Management LLC

  • $6.73 Billion
  • Q3 2025

A detailed history of Confluence Investment Management LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Confluence Investment Management LLC holds 60,824 shares of SHM stock, worth $2.92 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
60,824
Previous 64,652 5.92%
Holding current value
$2.92 Million
Previous $3.09 Million 5.11%
% of portfolio
0.04%
Previous 0.05%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
SELL
$47.76 - $48.46 $182,825 - $185,504
-3,828 Reduced 5.92%
60,824 $2.93 Million
Q2 2025

Jul 01, 2025
BUY
$47.02 - $47.83 $780,720 - $794,169
16,604 Added 34.56%
64,652 $3.09 Million
Q1 2025

Apr 01, 2025
SELL
$47.33 - $47.92 $32,989 - $33,400
-697 Reduced 1.43%
48,048 $2.28 Million
Q4 2024

Jan 02, 2025
SELL
$47.26 - $48.18 $1.63 Million - $1.67 Million
-34,593 Reduced 41.51%
48,745 $2.31 Million
Q3 2024

Oct 31, 2024
BUY
$47.01 - $48.2 $165,663 - $169,856
3,524 Added 4.42%
83,338 $4.01 Million
Q2 2024

Jul 01, 2024
BUY
$46.84 - $47.32 $199,538 - $201,583
4,260 Added 5.64%
79,814 $3.77 Million
Q1 2024

Apr 01, 2024
BUY
$47.44 - $47.9 $3.58 Million - $3.62 Million
75,554 New
75,554 $3.58 Million
Q2 2023

Jul 03, 2023
BUY
$46.54 - $47.72 $370,691 - $380,089
7,965 Added 100.68%
15,876 $746,000
Q1 2023

Apr 04, 2023
SELL
$46.61 - $47.68 $5.75 Million - $5.89 Million
-123,458 Reduced 93.98%
7,911 $376,000
Q4 2022

Jan 03, 2023
BUY
$45.97 - $47.2 $6.04 Million - $6.2 Million
131,369 New
131,369 $6.17 Million
Q2 2022

Jul 12, 2022
SELL
$46.52 - $47.45 $48,752 - $49,727
-1,048 Reduced 6.59%
14,849 $702,000
Q1 2022

Apr 04, 2022
BUY
$47.3 - $49.17 $751,928 - $781,655
15,897 New
15,897 $752,000
Q4 2020

Jan 25, 2021
SELL
$49.66 - $49.86 $355,416 - $356,848
-7,157 Closed
0 $0
Q3 2020

Oct 19, 2020
BUY
$49.76 - $50.06 $356,132 - $358,279
7,157 New
7,157 $357,000
Q1 2018

Apr 04, 2018
SELL
N/A
-7,952 Closed
0 $0
Q4 2017

Jan 08, 2018
BUY
N/A
204 Added 2.63%
7,952 $381,000
Q3 2017

Oct 13, 2017
BUY
N/A
7,748
7,748 $377,000

Others Institutions Holding SHM

# of Institutions
448
Shares Held
69.4M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR NUVEEN BLOOMBERG SHORT TE

SHM Quotes by TradingView
  • Ticker SHM
  • Sector ETFs
  • Industry ETFs
More about SHM
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