Burt Wealth Advisors’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$781K	Sell	31,347 -10,236	-25%	-$250K	0.19%	56
2025 Q2	$1.03M	Sell	41,583 -1,925	-4%	-$47.4K	0.24%	41
2025 Q1	$1.1M	Buy	43,508 +530	+1%	+$13.6K	0.27%	37
2024 Q4	$1.1M	Sell	42,978 -160	-0.4%	-$4.15K	0.28%	38
2024 Q3	$1.13M	Buy	43,138 +2,372	+6%	+$61.5K	0.28%	37
2024 Q2	$1.04M	Sell	40,766 -2,286	-5%	-$58.1K	0.27%	40
2024 Q1	$1.11M	Sell	43,052 -8,027	-16%	-$204K	0.28%	38
2023 Q4	$1.29M	Buy	51,079 +21,681	+74%	+$524K	0.37%	31
2023 Q3	$700K	Buy	29,398 +1,146	+4%	+$28.3K	0.22%	43
2023 Q2	$707K	Buy	28,252 +160	+0.6%	+$3.98K	0.21%	44
2023 Q1	$703K	Hold	28,092	–	–	0.22%	40
2022 Q4	$688K	Buy	+28,092	New	+$684K	0.23%	42