Yhb Investment Advisors, Inc. Spdr Nuveen Bloomberg Short Te Transaction History

Yhb Investment Advisors, Inc.

$1.19 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 26, 2024	BUY	$47.44 - $47.9 $174,342 - $176,032	3,675 New	3,675 $174,000
Q1 2023 May 08, 2023	SELL	$46.61 - $47.68 $23,305 - $23,840	-500 Reduced 9.03%	5,035 $239,000
Q4 2022 Jan 12, 2023	SELL	$45.97 - $47.2 $37,235 - $38,232	-810 Reduced 12.77%	5,535 $0
Q3 2022 Nov 03, 2022	BUY	$46.05 - $47.82 $9,670 - $10,042	210 Added 3.42%	6,345 $292,000
Q2 2022 Jul 14, 2022	SELL	$46.52 - $47.45 $9,304 - $9,490	-200 Reduced 3.16%	6,135 $290,000
Q4 2021 Jan 18, 2022	SELL	$49.16 - $49.38 $255,631 - $256,776	-5,200 Reduced 45.08%	6,335 $312,000
Q3 2021 Oct 28, 2021	SELL	$49.4 - $49.69 $797,810 - $802,493	-16,150 Reduced 58.33%	11,535 $570,000
Q2 2021 Jul 15, 2021	SELL	$49.5 - $49.73 $336,600 - $338,164	-6,800 Reduced 19.72%	27,685 $1.37 Million
Q1 2021 Apr 22, 2021	SELL	$49.43 - $49.87 $648,027 - $653,795	-13,110 Reduced 27.54%	34,485 $1.72 Million
Q4 2020 Jan 21, 2021	BUY	$49.66 - $49.86 $248,299 - $249,300	5,000 Added 11.74%	47,595 $2.37 Million
Q3 2020 Nov 02, 2020	BUY	$49.76 - $50.06 $2.12 Million - $2.13 Million	42,595 New	42,595 $2.12 Million

Others Institutions Holding SHM

# of Institutions

442

Shares Held

72.8M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

16.2M
Shares

$768 Million
0.07% of portfolio
Envestnet Asset Management Inc

5.88M
Shares

$279 Million
0.09% of portfolio
Morgan Stanley New York, NY

5.62M
Shares

$267 Million
0.02% of portfolio
Goldman Sachs Group Inc New York, NY

4.85M
Shares

$230 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

4.74M
Shares

$225 Million
0.05% of portfolio

About SPDR NUVEEN BLOOMBERG SHORT TE

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