Caldwell Trust’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 | $333K | Sell |
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|
2025
Q2 | $368K | Hold |
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|
2025
Q1 | $375K | Hold |
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|
2024
Q4 | $380K | Buy |
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|
2024
Q3 | $389K | Sell |
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|
2024
Q2 | $453K | Sell |
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|
2024
Q1 | $471K | Sell |
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|
2023
Q4 | $477K | Sell |
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|
2023
Q3 | $535K | Sell |
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|
2023
Q2 | $593K | Sell |
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|
2023
Q1 | $608K | Hold |
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|
2022
Q4 | $594K | Sell |
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|
2022
Q3 | $706K | Hold |
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|
2022
Q2 | $757K | Sell |
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|
2022
Q1 | $818K | Sell |
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|
2021
Q4 | $911K | Buy |
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|
2021
Q3 | $775K | Buy |
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|
2021
Q2 | $757K | Sell |
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|
2021
Q1 | $773K | Buy |
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|
2020
Q4 | $757K | Hold |
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|
2020
Q3 | $730K | Sell |
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|
2020
Q2 | $735K | Sell |
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|
2020
Q1 | $771K | Sell |
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|
2019
Q4 | $1.05M | Buy |
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