Creative Planning’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 | $1.35M | Sell |
54,336
-7,452
| -12% | -$185K | ﹤0.01% | 1615 |
|
|
2025
Q1 | $1.56M | Buy |
61,788
+4,641
| +8% | +$117K | ﹤0.01% | 1369 |
|
|
2024
Q4 | $1.46M | Sell |
57,147
-1,198
| -2% | -$30.6K | ﹤0.01% | 1348 |
|
|
2024
Q3 | $1.53M | Buy |
58,345
+4,766
| +9% | +$125K | ﹤0.01% | 1224 |
|
|
2024
Q2 | $1.36M | Sell |
53,579
-7,867
| -13% | -$200K | ﹤0.01% | 1201 |
|
|
2024
Q1 | $1.58M | Buy |
61,446
+14,504
| +31% | +$373K | ﹤0.01% | 1070 |
|
|
2023
Q4 | $1.19M | Sell |
46,942
-6,232
| -12% | -$158K | ﹤0.01% | 1147 |
|
|
2023
Q3 | $1.27M | Buy |
53,174
+14,925
| +39% | +$356K | ﹤0.01% | 1053 |
|
|
2023
Q2 | $957K | Buy |
38,249
+280
| +0.7% | +$7K | ﹤0.01% | 1147 |
|
|
2023
Q1 | $951K | Buy |
37,969
+22,153
| +140% | +$555K | ﹤0.01% | 1101 |
|
|
2022
Q4 | $387K | Buy |
15,816
+4,192
| +36% | +$103K | ﹤0.01% | 1554 |
|
|
2022
Q3 | $279K | Buy |
+11,624
| New | +$279K | ﹤0.01% | 1683 |
|
|
2021
Q4 | – | Sell |
-13,918
| Closed | -$417K | – | 2123 |
|
|
2021
Q3 | $417K | Sell |
13,918
-5,184
| -27% | -$155K | ﹤0.01% | 1390 |
|
|
2021
Q2 | $581K | Buy |
+19,102
| New | +$581K | ﹤0.01% | 1193 |
|
|
2020
Q2 | – | Sell |
-23,104
| Closed | -$632K | – | 1859 |
|
|
2020
Q1 | $632K | Hold |
23,104
| – | – | ﹤0.01% | 827 |
|
|
2019
Q4 | $682K | Sell |
23,104
-1,670
| -7% | -$49.3K | ﹤0.01% | 950 |
|
|
2019
Q3 | $735K | Buy |
24,774
+558
| +2% | +$16.6K | ﹤0.01% | 877 |
|
|
2019
Q2 | $708K | Buy |
24,216
+1,088
| +5% | +$31.8K | ﹤0.01% | 897 |
|
|
2019
Q1 | $664K | Sell |
23,128
-200
| -0.9% | -$5.74K | ﹤0.01% | 899 |
|
|
2018
Q4 | $654K | Hold |
23,328
| – | – | ﹤0.01% | 835 |
|
|
2018
Q3 | $656K | Sell |
23,328
-1,976
| -8% | -$55.6K | ﹤0.01% | 933 |
|
|
2018
Q2 | $715K | Sell |
25,304
-1,054
| -4% | -$29.8K | ﹤0.01% | 896 |
|
|
2018
Q1 | $735K | Sell |
26,358
-1,250
| -5% | -$34.9K | ﹤0.01% | 883 |
|
|
2017
Q4 | $768K | Buy |
27,608
+726
| +3% | +$20.2K | ﹤0.01% | 845 |
|
|
2017
Q3 | $767K | Sell |
26,882
-56,614
| -68% | -$1.62M | ﹤0.01% | 824 |
|
|
2017
Q2 | $2.37M | Sell |
83,496
-3,468
| -4% | -$98.6K | 0.01% | 386 |
|
|
2017
Q1 | $2.46M | Buy |
86,964
+8,774
| +11% | +$248K | 0.01% | 361 |
|
|
2016
Q4 | $2.19M | Buy |
78,190
+11,010
| +16% | +$308K | 0.01% | 381 |
|
|
2016
Q3 | $1.99M | Buy |
67,180
+5,948
| +10% | +$176K | 0.01% | 380 |
|
|
2016
Q2 | $1.83M | Sell |
61,232
-7,842
| -11% | -$234K | 0.01% | 355 |
|
|
2016
Q1 | $1.99M | Buy |
69,074
+8,660
| +14% | +$250K | 0.02% | 319 |
|
|
2015
Q4 | $1.72M | Sell |
60,414
-176
| -0.3% | -$5.02K | 0.01% | 351 |
|
|
2015
Q3 | $1.72M | Buy |
+60,590
| New | +$1.72M | 0.02% | 326 |
|
|
2015
Q2 | – | Sell |
-2,340
| Closed | -$67K | – | 1861 |
|
|
2015
Q1 | $67K | Buy |
+2,340
| New | +$67K | ﹤0.01% | 1795 |
|