EP Wealth 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 | $346K | Sell |
13,968
-399
| -3% | -$9.89K | ﹤0.01% | 938 |
|
|
2025
Q1 | $362K | Sell |
14,367
-7,194
| -33% | -$181K | ﹤0.01% | 831 |
|
|
2024
Q4 | $552K | Sell |
21,561
-65
| -0.3% | -$1.66K | ﹤0.01% | 657 |
|
|
2024
Q3 | $568K | Buy |
21,626
+10,806
| +100% | +$284K | ﹤0.01% | 648 |
|
|
2024
Q2 | $275K | Buy |
10,820
+964
| +10% | +$24.5K | ﹤0.01% | 677 |
|
|
2024
Q1 | $253K | Sell |
9,856
-3,242
| -25% | -$83.3K | ﹤0.01% | 674 |
|
|
2023
Q4 | $331K | Buy |
13,098
+5,997
| +84% | +$152K | ﹤0.01% | 590 |
|
|
2023
Q3 | $169K | Buy |
+7,101
| New | +$169K | ﹤0.01% | 684 |
|