EWM
Empirical Wealth Management’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 | $13.6M | Sell |
549,509
-29,444
| -5% | -$730K | 0.31% | 64 |
|
|
2025
Q1 | $14.6M | Sell |
578,953
-7,903
| -1% | -$199K | 0.38% | 51 |
|
|
2024
Q4 | $15M | Buy |
586,856
+26,737
| +5% | +$684K | 0.41% | 49 |
|
|
2024
Q3 | $14.7M | Buy |
560,119
+26,660
| +5% | +$700K | 0.41% | 51 |
|
|
2024
Q2 | $13.6M | Buy |
533,459
+3,379
| +0.6% | +$86K | 0.4% | 52 |
|
|
2024
Q1 | $13.6M | Buy |
530,080
+40,007
| +8% | +$1.03M | 0.41% | 45 |
|
|
2023
Q4 | $12.4M | Sell |
490,073
-49,969
| -9% | -$1.26M | 0.41% | 48 |
|
|
2023
Q3 | $12.9M | Buy |
540,042
+82,198
| +18% | +$1.96M | 0.5% | 38 |
|
|
2023
Q2 | $11.5M | Buy |
457,844
+68,897
| +18% | +$1.72M | 0.46% | 43 |
|
|
2023
Q1 | $9.74M | Buy |
388,947
+206,145
| +113% | +$5.16M | 0.42% | 48 |
|
|
2022
Q4 | $8.95M | Buy |
182,802
+17,259
| +10% | +$845K | 0.42% | 47 |
|
|
2022
Q3 | $7.93M | Buy |
165,543
+43,563
| +36% | +$2.09M | 0.42% | 49 |
|
|
2022
Q2 | $6.27M | Sell |
121,980
-59,172
| -33% | -$3.04M | 0.33% | 58 |
|
|
2022
Q1 | $9.99M | Sell |
181,152
-7,964
| -4% | -$439K | 0.5% | 38 |
|
|
2021
Q4 | $11.4M | Buy |
189,116
+21,333
| +13% | +$1.28M | 0.57% | 38 |
|
|
2021
Q3 | $10.1M | Buy |
167,783
+11,802
| +8% | +$708K | 0.57% | 34 |
|
|
2021
Q2 | $9.49M | Buy |
155,981
+33,740
| +28% | +$2.05M | 0.57% | 33 |
|
|
2021
Q1 | $7.25M | Sell |
122,241
-19,077
| -13% | -$1.13M | 0.58% | 30 |
|
|
2020
Q4 | $8.34M | Buy |
141,318
+3,659
| +3% | +$216K | 0.64% | 31 |
|
|
2020
Q3 | $7.83M | Buy |
137,659
+6,686
| +5% | +$380K | 0.67% | 28 |
|
|
2020
Q2 | $7.38M | Sell |
130,973
-33
| -0% | -$1.86K | 0.69% | 28 |
|
|
2020
Q1 | $7.17M | Sell |
131,006
-103,306
| -44% | -$5.65M | 0.78% | 26 |
|
|
2019
Q4 | $13.8M | Buy |
234,312
+2,229
| +1% | +$132K | 1.52% | 10 |
|
|
2019
Q3 | $13.8M | Sell |
232,083
-11,464
| -5% | -$681K | 1.67% | 8 |
|
|
2019
Q2 | $14.2M | Sell |
243,547
-782
| -0.3% | -$45.7K | 1.85% | 8 |
|
|
2019
Q1 | $14M | Buy |
244,329
+45,217
| +23% | +$2.6M | 2.04% | 8 |
|
|
2018
Q4 | $11.2M | Buy |
199,112
+10,199
| +5% | +$572K | 1.9% | 8 |
|
|
2018
Q3 | $10.6M | Buy |
188,913
+10,519
| +6% | +$592K | 1.88% | 10 |
|
|
2018
Q2 | $10.1M | Buy |
178,394
+19,075
| +12% | +$1.08M | 1.89% | 10 |
|
|
2018
Q1 | $8.88M | Buy |
159,319
+37,081
| +30% | +$2.07M | 1.75% | 10 |
|
|
2017
Q4 | $6.8M | Buy |
122,238
+2,301
| +2% | +$128K | 1.46% | 11 |
|
|
2017
Q3 | $6.85M | Buy |
119,937
+15,200
| +15% | +$868K | 1.58% | 11 |
|
|
2017
Q2 | $5.95M | Buy |
104,737
+19,474
| +23% | +$1.11M | 1.45% | 11 |
|
|
2017
Q1 | $4.83M | Sell |
85,263
-5,878
| -6% | -$333K | 1.2% | 12 |
|
|
2016
Q4 | $5.1M | Sell |
91,141
-24,169
| -21% | -$1.35M | 1.25% | 12 |
|
|
2016
Q3 | $6.84M | Buy |
115,310
+558
| +0.5% | +$33.1K | 1.79% | 10 |
|
|
2016
Q2 | $6.86M | Buy |
114,752
+16,501
| +17% | +$987K | 1.8% | 10 |
|
|
2016
Q1 | $5.67M | Buy |
98,251
+9,422
| +11% | +$543K | 1.37% | 11 |
|
|
2015
Q4 | $5.07M | Buy |
88,829
+4,033
| +5% | +$230K | 1.23% | 13 |
|
|
2015
Q3 | $4.8M | Buy |
84,796
+9,233
| +12% | +$523K | 1.13% | 13 |
|
|
2015
Q2 | $4.19M | Buy |
75,563
+4,611
| +6% | +$256K | 0.97% | 17 |
|
|
2015
Q1 | $4.09M | Sell |
70,952
-2,364
| -3% | -$136K | 0.98% | 17 |
|
|
2014
Q4 | $4.23M | Buy |
73,316
+1,029
| +1% | +$59.3K | 1.03% | 18 |
|
|
2014
Q3 | $4.11M | Buy |
72,287
+13,621
| +23% | +$774K | 0.99% | 18 |
|
|
2014
Q2 | $3.3M | Buy |
58,666
+15,107
| +35% | +$851K | 0.82% | 18 |
|
|
2014
Q1 | $2.38M | Buy |
43,559
+6,642
| +18% | +$363K | 0.63% | 21 |
|
|
2013
Q4 | $1.89M | Buy |
36,917
+18,254
| +98% | +$932K | 0.53% | 21 |
|
|
2013
Q3 | $976K | Sell |
18,663
-4,913
| -21% | -$257K | 0.31% | 40 |
|
|
2013
Q2 | $1.27M | Buy |
+23,576
| New | +$1.27M | 0.42% | 22 |
|