Carson Wealth (CWM LLC)’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 | $989K | Buy |
39,923
+19,716
| +98% | +$488K | ﹤0.01% | 1242 |
|
|
2025
Q1 | $510K | Buy |
20,207
+458
| +2% | +$11.6K | ﹤0.01% | 1432 |
|
|
2024
Q4 | $505K | Buy |
19,749
+10,514
| +114% | +$269K | ﹤0.01% | 1376 |
|
|
2024
Q3 | $243K | Buy |
9,235
+2,192
| +31% | +$57.7K | ﹤0.01% | 1652 |
|
|
2024
Q2 | $179K | Buy |
7,043
+294
| +4% | +$7.47K | ﹤0.01% | 1640 |
|
|
2024
Q1 | $173K | Sell |
6,749
-2,342
| -26% | -$60K | ﹤0.01% | 1580 |
|
|
2023
Q4 | $230K | Buy |
9,091
+2,077
| +30% | +$52.5K | ﹤0.01% | 1353 |
|
|
2023
Q3 | $167K | Buy |
7,014
+277
| +4% | +$6.6K | ﹤0.01% | 1380 |
|
|
2023
Q2 | $168K | Buy |
6,737
+3,952
| +142% | +$98.6K | ﹤0.01% | 1320 |
|
|
2023
Q1 | $70K | Buy |
2,785
+743
| +36% | +$18.7K | ﹤0.01% | 1681 |
|
|
2022
Q4 | $50K | Sell |
2,042
-2,224
| -52% | -$54.5K | ﹤0.01% | 1732 |
|
|
2022
Q3 | $102K | Sell |
4,266
-2,376
| -36% | -$56.8K | ﹤0.01% | 1316 |
|
|
2022
Q2 | $171K | Buy |
6,642
+1,086
| +20% | +$28K | ﹤0.01% | 1099 |
|
|
2022
Q1 | $153K | Buy |
5,556
+1,830
| +49% | +$50.4K | ﹤0.01% | 1155 |
|
|
2021
Q4 | $112K | Buy |
+3,726
| New | +$112K | ﹤0.01% | 1250 |
|
|
2021
Q2 | $10K | Hold |
342
| – | – | ﹤0.01% | 2098 |
|
|
2021
Q1 | $10K | Hold |
342
| – | – | ﹤0.01% | 2098 |
|
|
2020
Q4 | $10K | Hold |
342
| – | – | ﹤0.01% | 2098 |
|
|
2020
Q3 | $10K | Hold |
342
| – | – | ﹤0.01% | 2098 |
|
|
2020
Q2 | $10K | Hold |
342
| – | – | ﹤0.01% | 2098 |
|
|
2020
Q1 | $10K | Hold |
342
| – | – | ﹤0.01% | 2098 |
|
|
2019
Q4 | $10K | Hold |
342
| – | – | ﹤0.01% | 2098 |
|
|
2019
Q3 | $10K | Hold |
342
| – | – | ﹤0.01% | 2098 |
|
|
2019
Q2 | $10K | Hold |
342
| – | – | ﹤0.01% | 2098 |
|
|
2019
Q1 | $10K | Buy |
+342
| New | +$10K | ﹤0.01% | 2098 |
|
|
2018
Q1 | – | Sell |
-1,100
| Closed | -$31K | – | 1466 |
|
|
2017
Q4 | $31K | Sell |
1,100
-302
| -22% | -$8.51K | ﹤0.01% | 615 |
|
|
2017
Q3 | $40K | Buy |
1,402
+302
| +27% | +$8.62K | ﹤0.01% | 556 |
|
|
2017
Q2 | $31K | Sell |
1,100
-868
| -44% | -$24.5K | ﹤0.01% | 564 |
|
|
2017
Q1 | $56K | Buy |
1,968
+778
| +65% | +$22.1K | ﹤0.01% | 436 |
|
|
2016
Q4 | $33K | Hold |
1,190
| – | – | ﹤0.01% | 502 |
|
|
2016
Q3 | $35K | Hold |
1,190
| – | – | ﹤0.01% | 474 |
|
|
2016
Q2 | $36K | Hold |
1,190
| – | – | ﹤0.01% | 405 |
|
|
2016
Q1 | $34K | Buy |
+1,190
| New | +$34K | ﹤0.01% | 384 |
|