EverSource Wealth Advisors’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 | – | Sell |
-1,505
| Closed | -$37.9K | – | 4293 |
|
|
2025
Q1 | $37.9K | Hold |
1,505
| – | – | ﹤0.01% | 1376 |
|
|
2024
Q4 | $38.5K | Buy |
1,505
+6
| +0.4% | +$153 | ﹤0.01% | 1306 |
|
|
2024
Q3 | $39.4K | Sell |
1,499
-68
| -4% | -$1.79K | ﹤0.01% | 1162 |
|
|
2024
Q2 | $40.7K | Buy |
1,567
+16
| +1% | +$415 | ﹤0.01% | 1181 |
|
|
2024
Q1 | $39K | Sell |
1,551
-939
| -38% | -$23.6K | ﹤0.01% | 1078 |
|
|
2023
Q4 | $63K | Buy |
2,490
+1,457
| +141% | +$36.9K | 0.01% | 809 |
|
|
2023
Q3 | $24.6K | Buy |
1,033
+737
| +249% | +$17.6K | ﹤0.01% | 1053 |
|
|
2023
Q2 | $7.4K | Buy |
+296
| New | +$7.4K | ﹤0.01% | 1574 |
|
|
2022
Q2 | – | Sell |
-1,228
| Closed | -$34K | – | 1787 |
|
|
2022
Q1 | $34K | Hold |
1,228
| – | – | 0.01% | 543 |
|
|
2021
Q4 | $37K | Buy |
+1,228
| New | +$37K | 0.01% | 482 |
|