EFG
Erickson Financial Group’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 | $3.83M | Buy |
154,468
+1,482
| +1% | +$36.7K | 2.59% | 10 |
|
|
2025
Q1 | $3.86M | Buy |
152,986
+10,080
| +7% | +$254K | 2.88% | 10 |
|
|
2024
Q4 | $3.66M | Sell |
142,906
-19,452
| -12% | -$498K | 2.6% | 10 |
|
|
2024
Q3 | $4.27M | Sell |
162,358
-2,926
| -2% | -$76.9K | 3.06% | 10 |
|
|
2024
Q2 | $4.2M | Buy |
165,284
+4,074
| +3% | +$104K | 3.21% | 10 |
|
|
2024
Q1 | $4.14M | Sell |
161,210
-14,374
| -8% | -$369K | 3.25% | 10 |
|
|
2023
Q4 | $4.44M | Buy |
175,584
+19,489
| +12% | +$493K | 3.69% | 10 |
|
|
2023
Q3 | $3.72M | Buy |
156,095
+612
| +0.4% | +$14.6K | 3.48% | 10 |
|
|
2023
Q2 | $3.89M | Sell |
155,483
-1,757
| -1% | -$43.9K | 3.53% | 10 |
|
|
2023
Q1 | $3.94M | Buy |
157,240
+77,899
| +98% | +$1.95M | 3.91% | 10 |
|
|
2022
Q4 | $3.89M | Buy |
79,341
+8,807
| +12% | +$431K | 4.2% | 10 |
|
|
2022
Q3 | $3.38M | Buy |
70,534
+792
| +1% | +$38K | 3.76% | 10 |
|
|
2022
Q2 | $3.58M | Sell |
69,742
-1,183
| -2% | -$60.8K | 3.84% | 10 |
|
|
2022
Q1 | $3.91M | Buy |
70,925
+744
| +1% | +$41K | 3.52% | 9 |
|
|
2021
Q4 | $4.22M | Buy |
+70,181
| New | +$4.22M | 3.63% | 9 |
|