Alta Wealth Advisors’s SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $369K | Sell |
14,895
-2,032
| -12% | -$50.4K | 0.17% | 81 |
|
2025
Q1 | $427K | Buy |
16,927
+12
| +0.1% | +$303 | 0.2% | 88 |
|
2024
Q4 | $433K | Sell |
16,915
-2,517
| -13% | -$64.4K | 0.19% | 96 |
|
2024
Q3 | $510K | Sell |
19,432
-5,791
| -23% | -$152K | 0.23% | 84 |
|
2024
Q2 | $642K | Sell |
25,223
-233
| -0.9% | -$5.93K | 0.32% | 67 |
|
2024
Q1 | $654K | Buy |
25,456
+11
| +0% | +$283 | 0.33% | 70 |
|
2023
Q4 | $644K | Buy |
25,445
+11,681
| +85% | +$296K | 0.36% | 69 |
|
2023
Q3 | $328K | Hold |
13,764
| – | – | 0.2% | 104 |
|
2023
Q2 | $344K | Sell |
13,764
-2,658
| -16% | -$66.5K | 0.2% | 110 |
|
2023
Q1 | $411K | Hold |
16,422
| – | – | 0.26% | 103 |
|
2022
Q4 | $402K | Buy |
+16,422
| New | +$402K | 0.27% | 107 |
|