AWA
Aaron Wealth Advisors’s SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,006,998
| Closed | -$54.5M | – | 487 |
|
|
2022
Q1 | $54.5M | Buy |
3,006,998
+2,952,623
| +5,430% | +$53.5M | 0.75% | 24 |
|
|
2021
Q4 | $3.27M | Hold |
54,375
| – | – | 0.91% | 27 |
|
|
2021
Q3 | $3.26M | Hold |
54,375
| – | – | 0.92% | 25 |
|
|
2021
Q2 | $3.31M | Hold |
54,375
| – | – | 1.09% | 22 |
|
|
2021
Q1 | $3.23M | Sell |
54,375
-88,600
| -62% | -$5.26M | 1.18% | 21 |
|
|
2020
Q4 | $8.43M | Buy |
+142,975
| New | +$8.43M | 3.09% | 10 |
|