Mbm Wealth Consultants, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Mbm Wealth Consultants, LLC

$322 Million
Q4 2024

A detailed history of Mbm Wealth Consultants, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Mbm Wealth Consultants, LLC holds 8,555 shares of SHM stock, worth $408,159. This represents 0.13% of its overall portfolio holdings.

Number of Shares

8,555

Previous 83,429 89.75%

Holding current value

$408,159

Previous $4.02 Million 89.92%

% of portfolio

0.13%

Previous 1.31%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$47.26 - $48.18 $3.54 Million - $3.61 Million	-74,874 Reduced 89.75%	8,555 $405,000
Q3 2024 Oct 07, 2024	BUY	$47.01 - $48.2 $709,098 - $727,048	15,084 Added 22.07%	83,429 $4.02 Million
Q2 2024 Jul 30, 2024	BUY	$46.84 - $47.32 $353,829 - $357,455	7,554 Added 12.43%	68,345 $3.23 Million
Q1 2024 Apr 18, 2024	BUY	$47.44 - $47.9 $253,424 - $255,881	5,342 Added 9.63%	60,791 $2.88 Million
Q4 2023 Jan 30, 2024	BUY	$46.12 - $47.85 $712,185 - $738,899	15,442 Added 38.6%	55,449 $2.65 Million
Q3 2023 Oct 19, 2023	SELL	$46.19 - $47.22 $148,593 - $151,906	-3,217 Reduced 7.44%	40,007 $1.85 Million
Q2 2023 Jul 24, 2023	SELL	$46.54 - $47.72 $757,252 - $776,452	-16,271 Reduced 27.35%	43,224 $2.03 Million
Q4 2022 Feb 15, 2023	SELL	$45.97 - $47.2 $193,717 - $198,900	-4,214 Reduced 6.61%	59,495 $2.8 Million
Q3 2022 Oct 24, 2022	SELL	$46.05 - $47.82 $228,776 - $237,569	-4,968 Reduced 7.23%	63,709 $2.94 Million
Q2 2022 Aug 15, 2022	SELL	$46.52 - $47.45 $94,389 - $96,276	-2,029 Reduced 2.87%	68,677 $3.25 Million
Q1 2022 May 16, 2022	BUY	$47.3 - $49.17 $64,280 - $66,822	1,359 Added 1.96%	70,706 $3.35 Million
Q4 2021 Feb 15, 2022	BUY	$49.16 - $49.38 $501,677 - $503,922	10,205 Added 17.26%	69,347 $3.41 Million
Q3 2021 Nov 16, 2021	BUY	$49.4 - $49.69 $80,472 - $80,945	1,629 Added 2.83%	59,142 $2.92 Million
Q2 2021 Aug 13, 2021	BUY	$49.5 - $49.73 $104,247 - $104,731	2,106 Added 3.8%	57,513 $2.85 Million
Q1 2021 May 10, 2021	BUY	$49.43 - $49.87 $55,658 - $56,153	1,126 Added 2.07%	55,407 $2.75 Million
Q4 2020 Feb 09, 2021	BUY	$49.66 - $49.86 $380,991 - $382,525	7,672 Added 16.46%	54,281 $2.7 Million
Q3 2020 Nov 12, 2020	BUY	$49.76 - $50.06 $43,241 - $43,502	869 Added 1.9%	46,609 $2.32 Million
Q2 2020 Aug 07, 2020	SELL	$48.24 - $49.96 $15,485 - $16,037	-321 Reduced 0.7%	45,740 $2.28 Million
Q1 2020 May 13, 2020	BUY	$43.92 - $49.69 $507,846 - $574,565	11,563 Added 33.52%	46,061 $2.25 Million
Q4 2019 Feb 11, 2020	SELL	$48.87 - $49.12 $24,581 - $24,707	-503 Reduced 1.44%	34,498 $1.69 Million
Q3 2019 Oct 30, 2019	BUY	$48.76 - $49.06 $77,528 - $78,005	1,590 Added 4.76%	35,001 $1.72 Million
Q2 2019 Jul 30, 2019	BUY	N/A	2,924 Added 9.59%	33,411 $1.64 Million
Q1 2019 Apr 25, 2019	BUY	N/A	4,245 Added 16.18%	30,487 $1.48 Million
Q4 2018 Feb 13, 2019	BUY	N/A	26,242 New	26,242 $1.26 Million

Others Institutions Holding SHM

# of Institutions

444

Shares Held

73.7M

Call Options Held

Put Options Held

View Full List

About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
Sector ETFs
Industry ETFs

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Mbm Wealth Consultants, LLC Spdr Nuveen Bloomberg Short Te Transaction History