Clifford Group, LLC SHM Holdings History

Number of Shares
46,086.00
Current Holdings Value*
$2.19 Mil
% of Portfolio
2.05%
Total Estimate Gain
$63,473.64
% of Total Estimate Gain
2.36%

Clifford Group, LLC's SPDR Nuveen ICE Short Term Municipal Bond ETF Holding Summary

As of 2025-03-31, Clifford Group, LLC held 46,086.00 shares of SPDR Nuveen ICE Short Term Municipal Bond ETF(SHM), totaling $2.19 Mil. This investment constitutes 2.05% of their stock portfolio, and Clifford Group, LLC now holds 0.06% of the outstanding SPDR Nuveen ICE Short Term Municipal Bond ETF(SHM) stock.

The initial trade took place in 2022Q4. And since then Clifford Group, LLC has made 6 purchases of SHM, at an average price of $46.65, for a total of 57,759.00 shares. In addition, there have been 3 sales at an average price of $47.18 for 11,673.00 shares. Based on historical transaction data and SHM's current price of $47.89, Clifford Group, LLC's estimated gain on his SHM holdings is $63,473.64, reflecting a 2.36% gain to date.

Clifford Group, LLC SHM ($47.89) Holding Chart

Clifford Group, LLC SHM ($47.89) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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