Jentner Corp SHM Holdings History

Number of Shares
4,984.00
Current Holdings Value*
$237,240.00
% of Portfolio
0.07%
Total Estimate Gain
$-27,965.28
% of Total Estimate Gain
-3.77%

Jentner Corp's SPDR Nuveen ICE Short Term Municipal Bond ETF Holding Summary

As of 2025-03-31, Jentner Corp held 4,984.00 shares of SPDR Nuveen ICE Short Term Municipal Bond ETF(SHM), totaling $237,240.00. This investment constitutes 0.07% of their stock portfolio, and Jentner Corp now holds 0.01% of the outstanding SPDR Nuveen ICE Short Term Municipal Bond ETF(SHM) stock.

The initial trade took place in 2021Q1. And since then Jentner Corp has made 2 purchases of SHM, at an average price of $49.55, for a total of 14,952.00 shares. In addition, there have been 1 sales at an average price of $47.63 for 9,968.00 shares. Based on historical transaction data and SHM's current price of $47.79, Jentner Corp's estimated gain on his SHM holdings is $-27,965.28, reflecting a -3.77% gain to date.

Jentner Corp SHM ($47.79) Holding Chart

Jentner Corp SHM ($47.79) 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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