Exencial 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 | $1M | Buy |
40,399
+9,768
| +32% | +$242K | 0.04% | 283 |
|
|
2025
Q1 | $773K | Sell |
30,631
-55
| -0.2% | -$1.39K | 0.03% | 314 |
|
|
2024
Q4 | $785K | Sell |
30,686
-5,428
| -15% | -$139K | 0.03% | 306 |
|
|
2024
Q3 | $949K | Sell |
36,114
-5,406
| -13% | -$142K | 0.03% | 281 |
|
|
2024
Q2 | $1.06M | Sell |
41,520
-3,173
| -7% | -$80.7K | 0.04% | 264 |
|
|
2024
Q1 | $1.15M | Sell |
44,693
-5,393
| -11% | -$139K | 0.04% | 255 |
|
|
2023
Q4 | $1.27M | Buy |
+50,086
| New | +$1.27M | 0.05% | 234 |
|