A detailed history of Detalus Advisors, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Detalus Advisors, LLC holds 81,534 shares of SHM stock, worth $3.85 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares
81,534
Previous 79,671 2.34%
Holding current value
$3.85 Million
Previous $3.81 Million 1.58%
% of portfolio
1.44%
Previous 1.52%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024

BUY
$47.44 - $47.9 $88,380 - $89,237
1,863 Added 2.34%
81,534 $3.87 Million
Q4 2023

Jan 24, 2024

SELL
$46.12 - $47.85 $219,577 - $227,813
-4,761 Reduced 5.64%
79,671 $3.81 Million
Q3 2023

Oct 26, 2023

SELL
$46.19 - $47.22 $9,145 - $9,349
-198 Reduced 0.23%
84,432 $3.9 Million
Q2 2023

Jul 28, 2023

BUY
$46.54 - $47.72 $34,718 - $35,599
746 Added 0.89%
84,630 $3.98 Million
Q1 2023

May 15, 2023

SELL
$46.61 - $47.68 $1.15 Million - $1.18 Million
-24,728 Reduced 22.77%
83,884 $3.99 Million
Q4 2022

Feb 09, 2023

BUY
$46.08 - $47.2 $490,152 - $502,066
10,637 Added 10.86%
108,612 $5.1 Million
Q3 2022

Nov 04, 2022

BUY
N/A
69,067 Added 238.92%
97,975 $4.52 Million
Q2 2022

Jul 27, 2022

BUY
N/A
22,008 Added 318.96%
28,908 $1.37 Million
Q4 2021

Jan 18, 2022

BUY
N/A
100 Added 1.47%
6,900 $339,000
Q2 2021

Jul 14, 2021

SELL
N/A
-8,200 Reduced 54.67%
6,800 $337,000
Q4 2020

Jan 19, 2021

BUY
N/A
7,500 Added 100.0%
15,000 $747,000
Q2 2020

Aug 13, 2020

BUY
N/A
2 Added 0.03%
7,500 $374,000
Q1 2020

May 15, 2020

BUY
N/A
7,498 New
7,498 $367,000

Others Institutions Holding SHM

About SPDR NUVEEN BLOOMBERG SHORT TE


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

Track Detalus Advisors, LLC Portfolio

Follow Detalus Advisors, 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 Detalus Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Detalus Advisors, LLC with notifications on news.