Bison Wealth’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-15,782
| Closed | -$376K | – | 412 |
|
2023
Q3 | $376K | Buy |
15,782
+47
| +0.3% | +$1.12K | 0.07% | 270 |
|
2023
Q2 | $394K | Buy |
+15,735
| New | +$394K | 0.07% | 260 |
|
2020
Q3 | – | Sell |
-506
| Closed | -$14K | – | 376 |
|
2020
Q2 | $14K | Hold |
506
| – | – | 0.01% | 299 |
|
2020
Q1 | $14K | Hold |
506
| – | – | 0.01% | 284 |
|
2019
Q4 | $15K | Buy |
+506
| New | +$15K | 0.01% | 342 |
|
2016
Q3 | – | Sell |
-35,292
| Closed | -$1.05M | – | 189 |
|
2016
Q2 | $1.05M | Sell |
35,292
-360
| -1% | -$10.7K | 0.63% | 55 |
|
2016
Q1 | $1.03M | Buy |
+35,652
| New | +$1.03M | 0.66% | 49 |
|
2015
Q2 | – | Sell |
-26,170
| Closed | -$753K | – | 255 |
|
2015
Q1 | $753K | Buy |
+26,170
| New | +$753K | 0.46% | 70 |
|