Everhart Financial Group’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 | $381K | Buy |
15,370
+1,042
| +7% | +$25.8K | 0.04% | 263 |
|
|
2025
Q1 | $361K | Sell |
14,328
-1,245
| -8% | -$31.4K | 0.05% | 258 |
|
|
2024
Q4 | $398K | Sell |
15,573
-596
| -4% | -$15.2K | 0.08% | 222 |
|
|
2024
Q3 | $425K | Sell |
16,169
-5,930
| -27% | -$156K | 0.09% | 215 |
|
|
2024
Q2 | $562K | Sell |
22,099
-95
| -0.4% | -$2.42K | 0.15% | 143 |
|
|
2024
Q1 | $570K | Hold |
22,194
| – | – | 0.17% | 130 |
|
|
2023
Q4 | $562K | Sell |
22,194
-2,085
| -9% | -$52.8K | 0.2% | 102 |
|
|
2023
Q3 | $578K | Buy |
24,279
+1,922
| +9% | +$45.8K | 0.25% | 84 |
|
|
2023
Q2 | $559K | Sell |
22,357
-1,484
| -6% | -$37.1K | 0.23% | 85 |
|
|
2023
Q1 | $597K | Sell |
23,841
-3,717
| -13% | -$93.1K | 0.27% | 77 |
|
|
2022
Q4 | $675K | Buy |
27,558
+8,374
| +44% | +$205K | 0.34% | 62 |
|
|
2022
Q3 | $460K | Sell |
19,184
-3,800
| -17% | -$91.1K | 0.25% | 76 |
|
|
2022
Q2 | $590K | Buy |
22,984
+6,178
| +37% | +$159K | 0.36% | 60 |
|
|
2022
Q1 | $463K | Buy |
+16,806
| New | +$463K | 0.27% | 81 |
|
|
2021
Q3 | – | Sell |
-9,830
| Closed | -$299K | – | 105 |
|
|
2021
Q2 | $299K | Sell |
9,830
-1,480
| -13% | -$45K | 0.21% | 75 |
|
|
2021
Q1 | $336K | Sell |
11,310
-112
| -1% | -$3.33K | 0.29% | 56 |
|
|
2020
Q4 | $337K | Buy |
+11,422
| New | +$337K | 0.31% | 55 |
|