CCWA
CLA (CliftonLarsonAllen) 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 | $52.2M | Buy |
2,104,713
+122,365
| +6% | +$3.03M | 0.87% | 27 |
|
|
2025
Q1 | $50M | Buy |
1,982,348
+1,921,120
| +3,138% | +$48.5M | 0.93% | 25 |
|
|
2024
Q4 | $1.57M | Buy |
+61,228
| New | +$1.57M | 0.03% | 127 |
|
|
2024
Q2 | – | Sell |
-25,801
| Closed | -$663K | – | 183 |
|
|
2024
Q1 | $663K | Sell |
25,801
-39,360
| -60% | -$1.01M | 0.02% | 151 |
|
|
2023
Q4 | $1.65M | Buy |
+65,161
| New | +$1.65M | 0.04% | 116 |
|
|
2023
Q1 | – | Sell |
-100,243
| Closed | -$4.91M | – | 195 |
|
|
2022
Q4 | $4.91M | Buy |
+100,243
| New | +$4.91M | 0.18% | 65 |
|
|
2022
Q2 | – | Sell |
-89,473
| Closed | -$4.93M | – | 186 |
|
|
2022
Q1 | $4.93M | Buy |
+89,473
| New | +$4.93M | 0.18% | 64 |
|
|
2021
Q4 | – | Sell |
-4,290
| Closed | -$257K | – | 219 |
|
|
2021
Q3 | $257K | Buy |
4,290
+90
| +2% | +$5.39K | 0.01% | 281 |
|
|
2021
Q2 | $255K | Buy |
+4,200
| New | +$255K | 0.01% | 283 |
|
|
2019
Q1 | – | Sell |
-61,897
| Closed | -$3.47M | – | 122 |
|
|
2018
Q4 | $3.47M | Buy |
+61,897
| New | +$3.47M | 0.35% | 48 |
|
|
2017
Q1 | – | Sell |
-114,942
| Closed | -$6.43M | – | 135 |
|
|
2016
Q4 | $6.43M | Buy |
+114,942
| New | +$6.43M | 0.74% | 32 |
|