Clifford Group, LLC SHM Holdings History
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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