BWM
BCS Wealth Management’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 | $391K | Sell |
15,796
-291
| -2% | -$7.2K | 0.08% | 176 |
|
|
2025
Q1 | $406K | Sell |
16,087
-1,634
| -9% | -$41.2K | 0.1% | 164 |
|
|
2024
Q4 | $453K | Sell |
17,721
-758
| -4% | -$19.4K | 0.11% | 158 |
|
|
2024
Q3 | $485K | Buy |
18,479
+1,610
| +10% | +$42.3K | 0.21% | 96 |
|
|
2024
Q2 | $429K | Buy |
16,869
+414
| +3% | +$10.5K | 0.21% | 99 |
|
|
2024
Q1 | $423K | Sell |
16,455
-232
| -1% | -$5.96K | 0.14% | 153 |
|
|
2023
Q4 | $422K | Buy |
16,687
+4,306
| +35% | +$109K | 0.16% | 133 |
|
|
2023
Q3 | $295K | Buy |
12,381
+1,207
| +11% | +$28.8K | 0.12% | 151 |
|
|
2023
Q2 | $279K | Buy |
11,174
+483
| +5% | +$12.1K | 0.2% | 90 |
|
|
2023
Q1 | $268K | Buy |
10,691
+5,439
| +104% | +$136K | 0.12% | 130 |
|
|
2022
Q4 | $257K | Sell |
5,252
-1,964
| -27% | -$96.1K | 0.11% | 156 |
|
|
2022
Q3 | $346K | Buy |
+7,216
| New | +$346K | 0.16% | 128 |
|