Cahill Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $369K | Sell |
14,895
-5,666
| -28% | -$140K | 0.05% | 203 |
|
|
2025
Q1 | $519K | Sell |
20,561
-96
| -0.5% | -$2.42K | 0.07% | 161 |
|
|
2024
Q4 | $528K | Sell |
20,657
-420
| -2% | -$10.7K | 0.07% | 155 |
|
|
2024
Q3 | $554K | Sell |
21,077
-3,419
| -14% | -$89.8K | 0.08% | 156 |
|
|
2024
Q2 | $623K | Sell |
24,496
-440
| -2% | -$11.2K | 0.09% | 158 |
|
|
2024
Q1 | $641K | Sell |
24,936
-1,219
| -5% | -$31.3K | 0.09% | 156 |
|
|
2023
Q4 | $662K | Sell |
26,155
-524
| -2% | -$13.3K | 0.1% | 149 |
|
|
2023
Q3 | $635K | Buy |
26,679
+1,721
| +7% | +$41K | 0.11% | 145 |
|
|
2023
Q2 | $624K | Sell |
24,958
-5,330
| -18% | -$133K | 0.1% | 146 |
|
|
2023
Q1 | $758K | Sell |
30,288
-2,048
| -6% | -$51.3K | 0.13% | 131 |
|
|
2022
Q4 | $792K | Buy |
32,336
+12,648
| +64% | +$310K | 0.15% | 128 |
|
|
2022
Q3 | $472K | Sell |
19,688
-2,760
| -12% | -$66.2K | 0.1% | 153 |
|
|
2022
Q2 | $577K | Buy |
22,448
+3,184
| +17% | +$81.8K | 0.12% | 142 |
|
|
2022
Q1 | $531K | Buy |
19,264
+3,770
| +24% | +$104K | 0.1% | 153 |
|
|
2021
Q4 | $465K | Buy |
15,494
+1,078
| +7% | +$32.4K | 0.09% | 161 |
|
|
2021
Q3 | $432K | Hold |
14,416
| – | – | 0.09% | 161 |
|
|
2021
Q2 | $438K | Sell |
14,416
-812
| -5% | -$24.7K | 0.1% | 155 |
|
|
2021
Q1 | $452K | Sell |
15,228
-2,238
| -13% | -$66.4K | 0.11% | 144 |
|
|
2020
Q4 | $515K | Buy |
+17,466
| New | +$515K | 0.13% | 128 |
|