BFG
Barber Financial Group’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 |
-102,247
| Closed | -$5.64M | – | 156 |
|
|
2022
Q1 | $5.64M | Sell |
102,247
-1,139
| -1% | -$62.8K | 0.75% | 25 |
|
|
2021
Q4 | $6.21M | Buy |
103,386
+4,004
| +4% | +$241K | 0.75% | 29 |
|
|
2021
Q3 | $5.96M | Buy |
99,382
+10,322
| +12% | +$619K | 0.77% | 32 |
|
|
2021
Q2 | $5.42M | Buy |
89,060
+15,052
| +20% | +$916K | 0.74% | 29 |
|
|
2021
Q1 | $4.39M | Buy |
74,008
+1,907
| +3% | +$113K | 0.64% | 29 |
|
|
2020
Q4 | $4.25M | Buy |
72,101
+6,310
| +10% | +$372K | 0.78% | 30 |
|
|
2020
Q3 | $3.74M | Buy |
65,791
+4,023
| +7% | +$229K | 0.82% | 29 |
|
|
2020
Q2 | $3.48M | Buy |
61,768
+5,785
| +10% | +$326K | 0.83% | 27 |
|
|
2020
Q1 | $3.06M | Buy |
55,983
+3,961
| +8% | +$217K | 0.97% | 28 |
|
|
2019
Q4 | $3.07M | Buy |
52,022
+3,223
| +7% | +$190K | 0.62% | 42 |
|
|
2019
Q3 | $2.9M | Buy |
48,799
+11,605
| +31% | +$689K | 0.62% | 41 |
|
|
2019
Q2 | $2.17M | Buy |
37,194
+4,605
| +14% | +$269K | 0.51% | 43 |
|
|
2019
Q1 | $1.87M | Buy |
32,589
+826
| +3% | +$47.5K | 0.37% | 43 |
|
|
2018
Q4 | $1.78M | Buy |
31,763
+8,219
| +35% | +$461K | 0.38% | 51 |
|
|
2018
Q3 | $1.33M | Buy |
23,544
+5,610
| +31% | +$316K | 0.32% | 52 |
|
|
2018
Q2 | $1.01M | Buy |
17,934
+7,511
| +72% | +$424K | 0.29% | 52 |
|
|
2018
Q1 | $581K | Buy |
+10,423
| New | +$581K | 0.15% | 74 |
|