Everhart Financial Group’s State Street 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
Q4 | $369K | Sell |
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2025
Q3 | $374K | Sell |
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2025
Q2 | $381K | Buy |
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|
2025
Q1 | $361K | Sell |
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|
2024
Q4 | $398K | Sell |
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|
2024
Q3 | $425K | Sell |
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|
2024
Q2 | $562K | Sell |
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|
2024
Q1 | $570K | Hold |
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|
2023
Q4 | $562K | Sell |
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|
2023
Q3 | $578K | Buy |
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|
2023
Q2 | $559K | Sell |
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|
2023
Q1 | $597K | Sell |
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|
2022
Q4 | $675K | Buy |
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|
2022
Q3 | $460K | Sell |
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|
2022
Q2 | $590K | Buy |
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|
2022
Q1 | $463K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $299K | Sell |
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|
2021
Q1 | $336K | Sell |
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|
2020
Q4 | $337K | Buy |
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