My Wealth Management Inc. Spdr Nuveen Bloomberg Short Te Transaction History

My Wealth Management Inc.

$103 Million
Q1 2025

A detailed history of My Wealth Management Inc. transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, My Wealth Management Inc. holds 137,994 shares of SHM stock, worth $6.57 Million. This represents 6.36% of its overall portfolio holdings.

Number of Shares

137,994

Previous 138,342 0.25%

Holding current value

$6.57 Million

Previous $6.56 Million 0.18%

% of portfolio

6.36%

Previous 6.55%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$47.33 - $47.92 $16,470 - $16,676	-348 Reduced 0.25%	137,994 $6.57 Million
Q4 2024 Feb 07, 2025	SELL	$47.26 - $48.18 $23,866 - $24,330	-505 Reduced 0.36%	138,342 $6.56 Million
Q3 2024 Nov 07, 2024	SELL	$47.01 - $48.2 $33,941 - $34,800	-722 Reduced 0.52%	138,847 $6.68 Million
Q2 2024 Aug 07, 2024	BUY	$46.84 - $47.32 $6.16 Million - $6.22 Million	131,434 Added 1615.66%	139,569 $6.59 Million
Q3 2022 Nov 09, 2022	SELL	$46.05 - $47.82 $4.78 Million - $4.97 Million	-103,838 Reduced 92.73%	8,135 $375,000
Q2 2022 Aug 01, 2022	SELL	$46.52 - $47.45 $39,355 - $40,142	-846 Reduced 0.75%	111,973 $5.29 Million
Q1 2022 May 04, 2022	BUY	$47.3 - $49.17 $406,354 - $422,419	8,591 Added 8.24%	112,819 $5.34 Million
Q4 2021 Feb 04, 2022	BUY	$49.16 - $49.38 $5.12 Million - $5.15 Million	104,228 New	104,228 $5.13 Million

Others Institutions Holding SHM

# of Institutions

462

Shares Held

71.1M

Call Options Held

Put Options Held

View Full List

About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
Sector ETFs
Industry ETFs

More about SHM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of My Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on My Wealth Management Inc. with notifications on news.

Account

My Wealth Management Inc. Spdr Nuveen Bloomberg Short Te Transaction History