AFT Forsyth & Company’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$489K Hold
19,700
0.23% 76
2025
Q4
$491K Hold
19,700
0.21% 82
2025
Q3
$491K Sell
19,700
-1,125
-5% -$27.5K 0.24% 73
2025
Q2
$516K Hold
20,825
0.26% 69
2025
Q1
$525K Sell
20,825
-8,000
-28% -$205K 0.28% 76
2024
Q4
$737K Sell
28,825
-5,400
-16% -$140K 0.36% 61
2024
Q3
$899K Sell
34,225
-18,045
-35% -$468K 0.44% 50
2024
Q2
$1.33M Hold
52,270
0.65% 34
2024
Q1
$1.34M Sell
52,270
-5,130
-9% -$130K 0.77% 32
2023
Q4
$1.45M Sell
57,400
-350
-0.6% -$8.46K 0.91% 32
2023
Q3
$1.38M Hold
57,750
1.01% 28
2023
Q2
$1.44M Hold
57,750
1.02% 26
2023
Q1
$1.45M Hold
57,750
1.12% 24
2022
Q4
$1.41M Hold
57,750
1.21% 23
2022
Q3
$1.38M Sell
57,750
-4,450
-7% -$114K 1.24% 20
2022
Q2
$1.6M Hold
62,200
1.29% 20
2022
Q1
$1.72M Hold
62,200
1.09% 21
2021
Q4
$1.87M Hold
62,200
0.96% 25
2021
Q3
$1.86M Sell
62,200
-1,000
-2% -$30.4K 1% 25
2021
Q2
$1.92M Hold
63,200
1.03% 21
2021
Q1
$1.88M Hold
63,200
1.12% 19
2020
Q4
$1.86M Hold
63,200
1.17% 18
2020
Q3
$1.8M Buy
63,200
+1,250
+2% +$35.6K 1.34% 16
2020
Q2
$1.75M Hold
61,950
1.47% 14
2020
Q1
$1.69M Sell
61,950
-400
-0.6% -$11.6K 1.7% 11
2019
Q4
$1.84M Hold
62,350
1.4% 18
2019
Q3
$1.85M Hold
62,350
1.53% 16
2019
Q2
$1.82M Hold
62,350
1.5% 14
2019
Q1
$1.79M Hold
62,350
1.55% 14
2018
Q4
$1.75M Buy
62,350
+2,600
+4% +$72.3K 1.74% 11
2018
Q3
$1.68M Buy
59,750
+3,200
+6% +$90.4K 1.39% 16
2018
Q2
$1.6M Hold
56,550
1.4% 18
2018
Q1
$1.58M Buy
56,550
+9,000
+19% +$250K 1.47% 16
2017
Q4
$1.32M Buy
+47,550
New +$1.33M 1.29% 21
2013
Q3
$1.03M Buy
39,550
+3,000
+8% +$76.7K 1.34% 14
2013
Q2
$984K Buy
+36,550
New +$1.05M 1.41% 16

Other funds holding HYMB