CWA
Canvas 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 | $527K | Buy |
21,733
+7,142
| +49% | +$173K | 0.1% | 105 |
|
|
2025
Q1 | $355K | Buy |
14,591
+2,640
| +22% | +$64.3K | 0.09% | 123 |
|
|
2024
Q4 | $306K | Buy |
11,951
+2,158
| +22% | +$55.2K | 0.08% | 130 |
|
|
2024
Q3 | $257K | Buy |
9,793
+987
| +11% | +$25.9K | 0.07% | 145 |
|
|
2024
Q2 | $228K | Buy |
8,806
+219
| +3% | +$5.67K | 0.07% | 134 |
|
|
2024
Q1 | $217K | Buy |
+8,587
| New | +$217K | 0.07% | 136 |
|
|
2023
Q2 | – | Sell |
-9,106
| Closed | -$227K | – | 134 |
|
|
2023
Q1 | $227K | Buy |
+9,106
| New | +$227K | 0.1% | 126 |
|
|
2022
Q3 | – | Sell |
-5,381
| Closed | -$276K | – | 133 |
|
|
2022
Q2 | $276K | Sell |
5,381
-3,256
| -38% | -$167K | 0.11% | 103 |
|
|
2022
Q1 | $455K | Sell |
8,637
-6,021
| -41% | -$317K | 0.17% | 94 |
|
|
2021
Q4 | $881K | Buy |
14,658
+925
| +7% | +$55.6K | 0.32% | 65 |
|
|
2021
Q3 | $823K | Buy |
13,733
+3,346
| +32% | +$201K | 0.34% | 61 |
|
|
2021
Q2 | $632K | Buy |
+10,387
| New | +$632K | 0.28% | 65 |
|