Kovitz Investment Group Partners, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Kovitz Investment Group Partners, LLC

$21.5 Billion
Q2 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 12,297 shares of SHM stock, worth $590,870. This represents 0.0% of its overall portfolio holdings.

Number of Shares

12,297

Previous 16,378 24.92%

Holding current value

$590,870

Previous $779,000 24.52%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$47.02 - $47.83 $191,888 - $195,194	-4,081 Reduced 24.92%	12,297 $588,000
Q1 2025 May 13, 2025	SELL	$47.33 - $47.92 $237,501 - $240,462	-5,018 Reduced 23.45%	16,378 $779,000
Q4 2024 Aug 25, 2025	BUY	$47.26 - $48.18 $430,018 - $438,389	9,099 Added 73.99%	21,396 $1.01 Million
Q4 2024 Feb 14, 2025	BUY	$47.26 - $48.18 $49,670 - $50,637	1,051 Added 5.17%	21,396 $1.01 Million
Q3 2024 Nov 14, 2024	SELL	$47.01 - $48.2 $599,424 - $614,598	-12,751 Reduced 38.53%	20,345 $979,000
Q2 2024 Aug 14, 2024	BUY	$46.84 - $47.32 $4,356 - $4,400	93 Added 0.28%	33,096 $1.56 Million
Q1 2024 May 14, 2024	BUY	$47.44 - $47.9 $1.57 Million - $1.58 Million	33,003 New	33,003 $1.57 Million

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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Kovitz Investment Group Partners, LLC Spdr Nuveen Bloomberg Short Te Transaction History