Perigon Wealth Management, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Perigon Wealth Management, LLC

  • $4.18 Billion
  • Q2 2025

A detailed history of Perigon Wealth Management, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 19,561 shares of SHM stock, worth $941,079. This represents 0.02% of its overall portfolio holdings.

Number of Shares
19,561
Previous 19,309 1.31%
Holding current value
$941,079
Previous $919,000 1.74%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jul 15, 2025
BUY
$47.02 - $47.83 $11,849 - $12,053
252 Added 1.31%
19,561 $935,000
Q1 2025

Apr 23, 2025
BUY
$47.33 - $47.92 $45,862 - $46,434
969 Added 5.28%
19,309 $919,000
Q4 2024

Jan 22, 2025
SELL
$47.26 - $48.18 $27,836 - $28,378
-589 Reduced 3.11%
18,340 $869,000
Q3 2024

Oct 16, 2024
SELL
$47.01 - $48.2 $42,073 - $43,139
-895 Reduced 4.51%
18,929 $911,000
Q2 2024

Aug 02, 2024
SELL
$46.84 - $47.32 $166,890 - $168,601
-3,563 Reduced 15.23%
19,824 $935,000
Q1 2024

Apr 29, 2024
SELL
$47.44 - $47.9 $17,837 - $18,010
-376 Reduced 1.58%
23,387 $1.11 Million
Q4 2023

Jan 29, 2024
SELL
$46.12 - $47.85 $150,996 - $156,660
-3,274 Reduced 12.11%
23,763 $1.14 Million
Q3 2023

Oct 30, 2023
SELL
$46.19 - $47.22 $61,478 - $62,849
-1,331 Reduced 4.69%
27,037 $1.25 Million
Q2 2023

Aug 02, 2023
BUY
$46.54 - $47.72 $1.32 Million - $1.35 Million
28,368 New
28,368 $1.33 Million
Q2 2018

Aug 07, 2018
SELL
N/A
-2,755 Closed
0 $0
Q4 2017

Feb 14, 2018
BUY
N/A
130 Added 4.95%
2,755 $132,000
Q3 2017

Dec 05, 2017
SELL
N/A
-625 Reduced 19.23%
2,625 $128,000
Q2 2017

Sep 12, 2017
BUY
N/A
3,250
3,250 $158,000

Others Institutions Holding SHM

# of Institutions
452
Shares Held
70.1M
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
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