BWA
Burt Wealth Advisors’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 | $1.03M | Sell |
41,583
-1,925
| -4% | -$47.7K | 0.24% | 41 |
|
|
2025
Q1 | $1.1M | Buy |
43,508
+530
| +1% | +$13.4K | 0.27% | 37 |
|
|
2024
Q4 | $1.1M | Sell |
42,978
-160
| -0.4% | -$4.09K | 0.28% | 38 |
|
|
2024
Q3 | $1.13M | Buy |
43,138
+2,372
| +6% | +$62.3K | 0.28% | 37 |
|
|
2024
Q2 | $1.04M | Sell |
40,766
-2,286
| -5% | -$58.2K | 0.27% | 40 |
|
|
2024
Q1 | $1.11M | Sell |
43,052
-8,027
| -16% | -$206K | 0.28% | 38 |
|
|
2023
Q4 | $1.29M | Buy |
51,079
+21,681
| +74% | +$549K | 0.37% | 31 |
|
|
2023
Q3 | $700K | Buy |
29,398
+1,146
| +4% | +$27.3K | 0.22% | 43 |
|
|
2023
Q2 | $707K | Buy |
28,252
+160
| +0.6% | +$4K | 0.21% | 44 |
|
|
2023
Q1 | $703K | Buy |
28,092
+14,046
| +100% | +$352K | 0.22% | 40 |
|
|
2022
Q4 | $688K | Buy |
+14,046
| New | +$688K | 0.23% | 42 |
|