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

My Wealth Management Inc.

  • $104 Million
  • Q2 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 9,953 shares of SHM stock, worth $475,454. This represents 0.46% of its overall portfolio holdings.

Number of Shares
9,953
Previous 137,994 92.79%
Holding current value
$475,454
Previous $6.57 Million 92.75%
% of portfolio
0.46%
Previous 6.36%

Shares

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

Jul 14, 2025
SELL
$47.02 - $47.83 $6.02 Million - $6.12 Million
-128,041 Reduced 92.79%
9,953 $476,000
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
464
Shares Held
70.9M
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
Track This Portfolio

Track My Wealth Management Inc. Portfolio

Follow My Wealth Management Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email