APP
Avantax Planning Partners’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 | $67.6M | Buy |
2,729,665
+484,723
| +22% | +$12M | 2.15% | 9 |
|
|
2025
Q1 | $56.6M | Buy |
2,244,942
+240,238
| +12% | +$6.06M | 2% | 9 |
|
|
2024
Q4 | $51.3M | Sell |
2,004,704
-26,849
| -1% | -$687K | 1.85% | 9 |
|
|
2024
Q3 | $53.4M | Sell |
2,031,553
-678,059
| -25% | -$17.8M | 1.91% | 8 |
|
|
2024
Q2 | $68.9M | Sell |
2,709,612
-104,075
| -4% | -$2.65M | 2.22% | 8 |
|
|
2024
Q1 | $72.3M | Sell |
2,813,687
-79,966
| -3% | -$2.05M | 2.34% | 7 |
|
|
2023
Q4 | $73.2M | Sell |
2,893,653
-128,066
| -4% | -$3.24M | 2.79% | 7 |
|
|
2023
Q3 | $72M | Buy |
3,021,719
+736,338
| +32% | +$17.5M | 3.01% | 7 |
|
|
2023
Q2 | $57.2M | Sell |
2,285,381
-254,580
| -10% | -$6.37M | 2.27% | 8 |
|
|
2023
Q1 | $63.6M | Buy |
2,539,961
+1,252,379
| +97% | +$31.4M | 2.58% | 8 |
|
|
2022
Q4 | $63.1M | Buy |
1,287,582
+162,095
| +14% | +$7.94M | 2.5% | 8 |
|
|
2022
Q3 | $53.9M | Sell |
1,125,487
-312,185
| -22% | -$15M | 2.43% | 9 |
|
|
2022
Q2 | $73.9M | Buy |
1,437,672
+607,090
| +73% | +$31.2M | 3.16% | 7 |
|
|
2022
Q1 | $45.8M | Buy |
830,582
+539,545
| +185% | +$29.8M | 1.82% | 9 |
|
|
2021
Q4 | $17.5M | Buy |
291,037
+35,855
| +14% | +$2.15M | 0.72% | 11 |
|
|
2021
Q3 | $15.3M | Sell |
255,182
-2,383
| -0.9% | -$143K | 0.71% | 12 |
|
|
2021
Q2 | $15.7M | Sell |
257,565
-11,926
| -4% | -$725K | 0.73% | 12 |
|
|
2021
Q1 | $16M | Sell |
269,491
-11,230
| -4% | -$666K | 0.82% | 10 |
|
|
2020
Q4 | $16.6M | Sell |
280,721
-77,522
| -22% | -$4.57M | 0.85% | 10 |
|
|
2020
Q3 | $20.4M | Sell |
358,243
-16,113
| -4% | -$916K | 1.08% | 8 |
|
|
2020
Q2 | $21.1M | Buy |
374,356
+330,657
| +757% | +$18.6M | 1.19% | 7 |
|
|
2020
Q1 | $2.39M | Sell |
43,699
-1,190
| -3% | -$65.1K | 0.17% | 46 |
|
|
2019
Q4 | $2.65M | Sell |
44,889
-220
| -0.5% | -$13K | 0.16% | 55 |
|
|
2019
Q3 | $2.68M | Sell |
45,109
-3,235
| -7% | -$192K | 0.16% | 53 |
|
|
2019
Q2 | $2.82M | Sell |
48,344
-15,045
| -24% | -$878K | 0.18% | 47 |
|
|
2019
Q1 | $3.64M | Sell |
63,389
-650,699
| -91% | -$37.4M | 0.25% | 35 |
|
|
2018
Q4 | $40M | Buy |
714,088
+713,316
| +92,398% | +$40M | 3.02% | 10 |
|
|
2018
Q3 | $43K | Buy |
+772
| New | +$43K | ﹤0.01% | 522 |
|
|
2018
Q2 | – | Sell |
-1,956
| Closed | -$109K | – | 778 |
|
|
2018
Q1 | $109K | Buy |
+1,956
| New | +$109K | 0.01% | 396 |
|
|
2017
Q1 | – | Sell |
-5,345
| Closed | -$299K | – | 334 |
|
|
2016
Q4 | $299K | Buy |
+5,345
| New | +$299K | 0.03% | 229 |
|