AWA
Acorn 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $526K | Buy |
21,230
+1,870
| +10% | +$46.3K | 0.2% | 113 |
|
|
2025
Q1 | $488K | Sell |
19,360
-448
| -2% | -$11.3K | 0.2% | 109 |
|
|
2024
Q4 | $507K | Buy |
19,808
+3,834
| +24% | +$98.1K | 0.21% | 100 |
|
|
2024
Q3 | $420K | Buy |
15,974
+2,175
| +16% | +$57.1K | 0.18% | 112 |
|
|
2024
Q2 | $351K | Buy |
13,799
+4,454
| +48% | +$113K | 0.17% | 124 |
|
|
2024
Q1 | $240K | Buy |
+9,345
| New | +$240K | 0.13% | 174 |
|