Executive Wealth Management’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
2024
Q2
Sell
-110,427
Closed -$2.82M 174
2024
Q1
$2.82M Buy
110,427
+3,716
+3% +$94.8K 0.25% 89
2023
Q4
$2.7M Buy
106,711
+12,776
+14% +$323K 0.25% 82
2023
Q3
$2.24M Buy
93,935
+7,800
+9% +$186K 0.23% 87
2023
Q2
$2.15M Buy
86,135
+12,494
+17% +$312K 0.22% 83
2023
Q1
$1.84M Buy
73,641
+4,649
+7% +$116K 0.2% 92
2022
Q4
$1.69M Buy
68,992
+65,654
+1,967% +$1.61M 0.21% 86
2022
Q3
$1.67K Sell
3,338
-65,166
-95% -$32.6K 0.23% 84
2022
Q2
$1.76M Sell
68,504
-6,914
-9% -$178K 0.24% 82
2022
Q1
$2.08M Sell
75,418
-49,806
-40% -$1.37M 0.23% 87
2021
Q4
$3.76M Buy
+125,224
New +$3.76M 0.37% 76