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

Jfg Wealth Management, LLC

  • $511 Million
  • Q3 2025

A detailed history of Jfg Wealth Management, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Jfg Wealth Management, LLC holds 8,136 shares of SHM stock, worth $389,958. This represents 0.08% of its overall portfolio holdings.

Number of Shares
8,136
Previous 8,136 -0.0%
Holding current value
$389,958
Previous $389,000 0.77%
% of portfolio
0.08%
Previous 0.08%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
SELL
$47.02 - $47.83 $31,644 - $32,189
-673 Reduced 7.64%
8,136 $389,000
Q1 2025

May 12, 2025
SELL
$47.33 - $47.92 $125,945 - $127,515
-2,661 Reduced 23.2%
8,809 $419,000
Q4 2024

Feb 04, 2025
BUY
$47.26 - $48.18 $171,979 - $175,327
3,639 Added 46.47%
11,470 $543,000
Q2 2024

Aug 01, 2024
SELL
$46.84 - $47.32 $1.93 Million - $1.95 Million
-41,182 Reduced 84.02%
7,831 $369,000
Q1 2024

May 10, 2024
SELL
$47.44 - $47.9 $320,552 - $323,660
-6,757 Reduced 12.12%
49,013 $2.33 Million
Q4 2023

Feb 06, 2024
BUY
$46.12 - $47.85 $2.22 Million - $2.31 Million
48,214 Added 638.09%
55,770 $2.67 Million
Q3 2023

Nov 07, 2023
SELL
$46.19 - $47.22 $12,794 - $13,079
-277 Reduced 3.54%
7,556 $349,000
Q1 2023

May 09, 2023
SELL
$46.61 - $47.68 $11,559 - $11,824
-248 Reduced 3.07%
7,833 $372,000
Q4 2022

Feb 01, 2023
SELL
$45.97 - $47.2 $317,836 - $326,340
-6,914 Reduced 46.11%
8,081 $379,000
Q3 2022

Nov 10, 2022
BUY
$46.05 - $47.82 $690,519 - $717,060
14,995 New
14,995 $691,000

Others Institutions Holding SHM

# of Institutions
441
Shares Held
68.1M
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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