ERTS 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 | – | Sell |
-20,223
| Closed | -$510K | – | 51 |
|
|
2025
Q1 | $510K | Sell |
20,223
-720
| -3% | -$18.2K | 0.1% | 47 |
|
|
2024
Q4 | $536K | Hold |
20,943
| – | – | 0.1% | 48 |
|
|
2024
Q3 | $550K | Hold |
20,943
| – | – | 0.1% | 45 |
|
|
2024
Q2 | $533K | Sell |
20,943
-4,658
| -18% | -$119K | 0.11% | 46 |
|
|
2024
Q1 | $658K | Sell |
25,601
-8,417
| -25% | -$216K | 0.13% | 37 |
|
|
2023
Q4 | $861K | Sell |
34,018
-8,370
| -20% | -$212K | 0.19% | 30 |
|
|
2023
Q3 | $1.01M | Buy |
42,388
+1,009
| +2% | +$24K | 0.24% | 28 |
|
|
2023
Q2 | $1.03M | Sell |
41,379
-2,357
| -5% | -$58.9K | 0.24% | 27 |
|
|
2023
Q1 | $1.1M | Sell |
43,736
-42,758
| -49% | -$1.07M | 0.27% | 26 |
|
|
2022
Q4 | $2.12M | Buy |
86,494
+11,774
| +16% | +$288K | 0.55% | 22 |
|
|
2022
Q3 | $1.79M | Buy |
74,720
+23,718
| +47% | +$568K | 0.5% | 21 |
|
|
2022
Q2 | $1.31M | Buy |
51,002
+21,676
| +74% | +$557K | 0.37% | 24 |
|
|
2022
Q1 | $809K | Buy |
29,326
+9,636
| +49% | +$266K | 0.23% | 30 |
|
|
2021
Q4 | $592K | Sell |
19,690
-2,749,724
| -99% | -$82.7M | 0.14% | 46 |
|
|
2021
Q3 | $54M | Buy |
2,769,414
+2,743,736
| +10,685% | +$53.5M | 14.16% | 2 |
|
|
2021
Q2 | $781K | Sell |
25,678
-3,840
| -13% | -$117K | 0.21% | 36 |
|
|
2021
Q1 | $876K | Hold |
29,518
| – | – | 0.26% | 32 |
|
|
2020
Q4 | $871K | Sell |
29,518
-554
| -2% | -$16.3K | 0.28% | 31 |
|
|
2020
Q3 | $855K | Buy |
30,072
+16,184
| +117% | +$460K | 0.32% | 32 |
|
|
2020
Q2 | $391K | Buy |
13,888
+1,488
| +12% | +$41.9K | 0.16% | 55 |
|
|
2020
Q1 | $339K | Buy |
+12,400
| New | +$339K | 0.16% | 61 |
|