EP Wealth Advisors’s SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$346K Sell
2025
Q1
$362K Sell
2024
Q4
$552K Sell
2024
Q3
$568K Buy
2024
Q2
$275K Buy
2024
Q1
$253K Sell
2023
Q4
$331K Buy
2023
Q3
$169K Buy