CLA (CliftonLarsonAllen) Wealth Advisors’s 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 | $54.9M | Buy |
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2025
Q2 | $52.2M | Buy |
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2025
Q1 | $50M | Buy |
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|
2024
Q4 | $1.57M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $663K | Sell |
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|
2023
Q4 | $1.65M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $4.91M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $4.93M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $257K | Buy |
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|
2021
Q2 | $255K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $3.47M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $6.43M | Buy |
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