Mc Naughton Wealth Management, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Mc Naughton Wealth Management, LLC

$199 Million
Q1 2025

A detailed history of Mc Naughton Wealth Management, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Mc Naughton Wealth Management, LLC holds 56,780 shares of SHM stock, worth $2.7 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares

56,780

Previous 60,944 6.83%

Holding current value

$2.7 Million

Previous $2.89 Million 6.54%

% of portfolio

1.36%

Previous 1.39%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	SELL	$47.33 - $47.92 $197,082 - $199,538	-4,164 Reduced 6.83%	56,780 $2.7 Million
Q4 2024 Jan 13, 2025	BUY	$47.26 - $48.18 $159,313 - $162,414	3,371 Added 5.86%	60,944 $2.89 Million
Q3 2024 Oct 04, 2024	BUY	$47.01 - $48.2 $151,278 - $155,107	3,218 Added 5.92%	57,573 $2.77 Million
Q2 2024 Jul 12, 2024	SELL	$46.84 - $47.32 $8,056 - $8,139	-172 Reduced 0.32%	54,355 $2.57 Million
Q1 2024 Apr 12, 2024	BUY	$47.44 - $47.9 $453,146 - $457,540	9,552 Added 21.24%	54,527 $2.59 Million
Q4 2023 Jan 10, 2024	BUY	$46.12 - $47.85 $327,267 - $339,543	7,096 Added 18.73%	44,975 $2.15 Million
Q3 2023 Oct 05, 2023	BUY	$46.19 - $47.22 $184,621 - $188,738	3,997 Added 11.8%	37,879 $1.75 Million
Q2 2023 Aug 08, 2023	SELL	$46.54 - $47.72 $114,907 - $117,820	-2,469 Reduced 6.79%	33,882 $1.59 Million
Q1 2023 Apr 12, 2023	SELL	$46.61 - $47.68 $242,698 - $248,269	-5,207 Reduced 12.53%	36,351 $1.73 Million
Q4 2022 Jan 31, 2023	SELL	$45.97 - $47.2 $136,576 - $140,231	-2,971 Reduced 6.67%	41,558 $1.95 Million
Q3 2022 Oct 12, 2022	BUY	$46.05 - $47.82 $238,907 - $248,090	5,188 Added 13.19%	44,529 $2.05 Million
Q2 2022 Jul 11, 2022	BUY	$46.52 - $47.45 $116,486 - $118,814	2,504 Added 6.8%	39,341 $1.86 Million
Q1 2022 Apr 08, 2022	SELL	$47.3 - $49.17 $91,856 - $95,488	-1,942 Reduced 5.01%	36,837 $1.74 Million
Q4 2021 Jan 20, 2022	SELL	$49.16 - $49.38 $359,752 - $361,362	-7,318 Reduced 15.88%	38,779 $1.9 Million
Q3 2021 Nov 12, 2021	BUY	$49.4 - $49.69 $45,695 - $45,963	925 Added 2.05%	46,097 $2.28 Million
Q2 2021 Aug 09, 2021	BUY	$49.5 - $49.73 $335,164 - $336,721	6,771 Added 17.63%	45,172 $2.24 Million
Q1 2021 Apr 14, 2021	SELL	$49.43 - $49.87 $33,019 - $33,313	-668 Reduced 1.71%	38,401 $1.9 Million
Q4 2020 Feb 26, 2021	BUY	$49.66 - $49.86 $349,606 - $351,014	7,040 Added 21.98%	39,069 $1.95 Million
Q3 2020 Oct 19, 2020	BUY	$49.76 - $50.06 $308,959 - $310,822	6,209 Added 24.05%	32,029 $1.6 Million
Q2 2020 Jul 20, 2020	BUY	$48.24 - $49.96 $32,127 - $33,273	666 Added 2.65%	25,820 $1.29 Million
Q1 2020 Apr 17, 2020	BUY	$43.92 - $49.69 $213,275 - $241,294	4,856 Added 23.92%	25,154 $1.23 Million
Q4 2019 Feb 14, 2020	BUY	$48.87 - $49.12 $991,963 - $997,037	20,298 New	20,298 $995,000

Others Institutions Holding SHM

# of Institutions

462

Shares Held

71.1M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG SHORT TE

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