Caldwell Trust’s SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $368K | Hold |
14,858
|
|
||||
|
2025
Q1 | $375K | Hold |
14,858
|
|
||||
|
2024
Q4 | $380K | Buy |
14,858
+46
|
|
||||
|
2024
Q3 | $389K | Sell |
14,812
-3,000
|
|
||||
|
2024
Q2 | $453K | Sell |
17,812
-510
|
|
||||
|
2024
Q1 | $471K | Sell |
18,322
-520
|
|
||||
|
2023
Q4 | $477K | Sell |
18,842
-3,600
|
|
||||
|
2023
Q3 | $535K | Sell |
22,442
-1,280
|
|
||||
|
2023
Q2 | $593K | Sell |
23,722
-540
|
|
||||
|
2023
Q1 | $608K | Hold |
24,262
|
|
||||
|
2022
Q4 | $594K | Sell |
24,262
-5,188
|
|
||||
|
2022
Q3 | $706K | Hold |
29,450
|
|
||||
|
2022
Q2 | $757K | Sell |
29,450
-200
|
|
||||
|
2022
Q1 | $818K | Sell |
29,650
-690
|
|
||||
|
2021
Q4 | $911K | Buy |
30,340
+4,496
|
|
||||
|
2021
Q3 | $775K | Buy |
25,844
+954
|
|
||||
|
2021
Q2 | $757K | Sell |
24,890
-1,180
|
|
||||
|
2021
Q1 | $773K | Buy |
26,070
+400
|
|
||||
|
2020
Q4 | $757K | Hold |
25,670
|
|
||||
|
2020
Q3 | $730K | Sell |
25,670
-400
|
|
||||
|
2020
Q2 | $735K | Sell |
26,070
-2,100
|
|
||||
|
2020
Q1 | $771K | Sell |
28,170
-7,550
|
|
||||
|
2019
Q4 | $1.05M | Buy |
+35,720
|
|