Clearwater Capital Advisors’s SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-9,551
Closed -$239K 155
2023
Q1
$239K Sell
9,551
-2,515
-21% -$63K 0.03% 131
2022
Q4
$295K Sell
12,066
-6,400
-35% -$157K 0.04% 122
2022
Q3
$442K Hold
18,466
0.06% 100
2022
Q2
$474K Hold
18,466
0.06% 93
2022
Q1
$509K Hold
18,466
0.06% 102
2021
Q4
$555K Hold
18,466
0.06% 101
2021
Q3
$554K Hold
18,466
0.06% 99
2021
Q2
$562K Hold
18,466
0.07% 98
2021
Q1
$548K Hold
18,466
0.07% 100
2020
Q4
$545K Hold
18,466
0.07% 97
2020
Q3
$525K Sell
18,466
-2,996
-14% -$85.2K 0.08% 90
2020
Q2
$605K Buy
21,462
+5,200
+32% +$147K 0.1% 86
2020
Q1
$445K Sell
16,262
-15,706
-49% -$430K 0.1% 98
2019
Q4
$943K Sell
31,968
-10,954
-26% -$323K 0.16% 95
2019
Q3
$1.27M Sell
42,922
-2,298
-5% -$68.2K 0.23% 90
2019
Q2
$1.32M Hold
45,220
0.24% 94
2019
Q1
$1.3M Sell
45,220
-5,676
-11% -$163K 0.24% 98
2018
Q4
$1.43M Buy
50,896
+5,614
+12% +$157K 0.31% 96
2018
Q3
$1.27M Buy
45,282
+2,322
+5% +$65.3K 0.25% 94
2018
Q2
$1.21M Hold
42,960
0.25% 93
2018
Q1
$1.2M Sell
42,960
-2,500
-5% -$69.7K 0.25% 92
2017
Q4
$1.27M Sell
45,460
-13,136
-22% -$366K 0.28% 86
2017
Q3
$1.64M Buy
58,596
+512
+0.9% +$14.3K 0.38% 70
2017
Q2
$1.65M Sell
58,084
-650
-1% -$18.5K 0.42% 67
2017
Q1
$1.66M Buy
58,734
+12,452
+27% +$352K 0.45% 63
2016
Q4
$1.3M Sell
46,282
-4,264
-8% -$120K 0.45% 60
2016
Q3
$1.49M Sell
50,546
-52
-0.1% -$1.54K 0.52% 54
2016
Q2
$1.51M Buy
+50,598
New +$1.51M 0.56% 50