Iht Wealth Management, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Iht Wealth Management, LLC

$3.68 Billion
Q3 2025

A detailed history of Iht Wealth Management, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Iht Wealth Management, LLC holds 15,790 shares of SHM stock, worth $756,814. This represents 0.02% of its overall portfolio holdings.

Number of Shares

15,790

Previous 16,742 5.69%

Holding current value

$756,814

Previous $800,000 4.88%

% of portfolio

0.02%

Previous 0.02%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$47.76 - $48.46 $45,467 - $46,133	-952 Reduced 5.69%	15,790 $761,000
Q2 2025 Aug 14, 2025	BUY	$47.02 - $47.83 $21,300 - $21,666	453 Added 2.78%	16,742 $800,000
Q1 2025 May 15, 2025	BUY	$47.33 - $47.92 $13,867 - $14,040	293 Added 1.83%	16,289 $775,000
Q4 2024 Feb 14, 2025	SELL	$47.26 - $48.18 $660,458 - $673,315	-13,975 Reduced 46.63%	15,996 $758,000
Q3 2024 Nov 14, 2024	SELL	$47.01 - $48.2 $1.15 Million - $1.18 Million	-24,499 Reduced 44.98%	29,971 $1.44 Million

Q2 2024 Aug 14, 2024	BUY	$46.84 - $47.32 $108,715 - $109,829	2,321 Added 4.45%	54,470 $2.57 Million
Q1 2024 May 15, 2024	SELL	$47.44 - $47.9 $89,756 - $90,626	-1,892 Reduced 3.5%	52,149 $2.47 Million
Q4 2023 Feb 14, 2024	BUY	$46.12 - $47.85 $1.81 Million - $1.88 Million	39,187 Added 263.81%	54,041 $2.58 Million
Q3 2023 Nov 14, 2023	SELL	$46.19 - $47.22 $38,199 - $39,050	-827 Reduced 5.27%	14,854 $686,000
Q2 2023 Aug 14, 2023	BUY	$46.54 - $47.72 $6,515 - $6,680	140 Added 0.9%	15,681 $737,000
Q1 2023 May 15, 2023	BUY	$46.61 - $47.68 $1,025 - $1,048	22 Added 0.14%	15,541 $738,000
Q4 2022 Feb 14, 2023	SELL	$45.97 - $47.2 $2,114 - $2,171	-46 Reduced 0.3%	15,519 $729,000
Q3 2022 Nov 22, 2022	BUY	$46.05 - $47.82 $716,768 - $744,318	15,565 New	15,565 $717,000
Q2 2018 Aug 13, 2018	SELL	N/A	-1,487 Closed	0 $0
Q3 2017 Nov 14, 2017	BUY	N/A	1,487	1,487 $72,000

Others Institutions Holding SHM

# of Institutions

441

Shares Held

68.1M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG SHORT TE

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