Concurrent Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $450K | Buy |
18,170
+8,270
| +84% | +$205K | 0.01% | 884 |
|
|
2025
Q1 | $250K | Sell |
9,900
-2,926
| -23% | -$73.8K | 0.01% | 1008 |
|
|
2024
Q4 | $328K | Sell |
12,826
-119
| -0.9% | -$3.04K | 0.01% | 784 |
|
|
2024
Q3 | $340K | Sell |
12,945
-657
| -5% | -$17.3K | 0.01% | 734 |
|
|
2024
Q2 | $346K | Sell |
13,602
-258
| -2% | -$6.56K | 0.01% | 685 |
|
|
2024
Q1 | $356K | Buy |
13,860
+277
| +2% | +$7.12K | 0.01% | 626 |
|
|
2023
Q4 | $344K | Buy |
+13,583
| New | +$344K | 0.02% | 603 |
|