Geneos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Buy |
52,624
+4,790
| +10% | +$119K | 0.03% | 461 |
|
|
2025
Q1 | $2.85M | Buy |
47,834
+24,319
| +103% | +$1.45M | 0.04% | 408 |
|
|
2024
Q4 | $602K | Sell |
23,515
-1,173
| -5% | -$30K | 0.02% | 542 |
|
|
2024
Q3 | $649K | Buy |
24,688
+23,138
| +1,493% | +$608K | 0.02% | 498 |
|
|
2024
Q2 | $39.4K | Hold |
1,550
| – | – | ﹤0.01% | 1148 |
|
|
2024
Q1 | $39.8K | Hold |
1,550
| – | – | ﹤0.01% | 1145 |
|
|
2023
Q4 | $39.2K | Sell |
1,550
-2,120
| -58% | -$53.6K | ﹤0.01% | 1138 |
|
|
2023
Q3 | $87.4K | Hold |
3,670
| – | – | ﹤0.01% | 907 |
|
|
2023
Q2 | $91.8K | Sell |
3,670
-150
| -4% | -$3.75K | ﹤0.01% | 902 |
|
|
2023
Q1 | $95.7K | Hold |
3,820
| – | – | 0.01% | 855 |
|
|
2022
Q4 | $93.5K | Sell |
3,820
-1,350
| -26% | -$33.1K | 0.01% | 846 |
|
|
2022
Q3 | $123K | Sell |
5,170
-10
| -0.2% | -$238 | 0.01% | 740 |
|
|
2022
Q2 | $133K | Sell |
5,180
-2,900
| -36% | -$74.5K | 0.01% | 900 |
|
|
2022
Q1 | $222K | Sell |
8,080
-1,100
| -12% | -$30.2K | 0.01% | 763 |
|
|
2021
Q4 | $275K | Buy |
9,180
+20
| +0.2% | +$599 | 0.01% | 756 |
|
|
2021
Q3 | $273K | Hold |
9,160
| – | – | 0.01% | 745 |
|
|
2021
Q2 | $277K | Sell |
9,160
-532
| -5% | -$16.1K | 0.01% | 723 |
|
|
2021
Q1 | $289K | Sell |
9,692
-320
| -3% | -$9.54K | 0.01% | 817 |
|
|
2020
Q4 | $259K | Buy |
10,012
+12
| +0.1% | +$310 | 0.01% | 742 |
|
|
2020
Q3 | $284K | Buy |
10,000
+1,200
| +14% | +$34.1K | 0.01% | 574 |
|
|
2020
Q2 | $247K | Buy |
8,800
+500
| +6% | +$14K | 0.01% | 599 |
|
|
2020
Q1 | $228K | Hold |
8,300
| – | – | 0.02% | 571 |
|
|
2019
Q4 | $244K | Buy |
8,300
+3,310
| +66% | +$97.3K | 0.01% | 621 |
|
|
2019
Q3 | $148K | Buy |
4,990
+1,160
| +30% | +$34.4K | 0.01% | 756 |
|
|
2019
Q2 | $111K | Buy |
3,830
+3,540
| +1,221% | +$103K | 0.01% | 869 |
|
|
2019
Q1 | $8K | Sell |
290
-62
| -18% | -$1.71K | ﹤0.01% | 1903 |
|
|
2018
Q4 | $9K | Hold |
352
| – | – | ﹤0.01% | 1819 |
|
|
2018
Q3 | $9K | Hold |
352
| – | – | ﹤0.01% | 1873 |
|
|
2018
Q2 | $9K | Hold |
352
| – | – | ﹤0.01% | 1759 |
|
|
2018
Q1 | $9K | Hold |
352
| – | – | ﹤0.01% | 1682 |
|
|
2017
Q4 | $9K | Hold |
352
| – | – | ﹤0.01% | 1670 |
|
|
2017
Q3 | $10K | Hold |
352
| – | – | ﹤0.01% | 1573 |
|
|
2017
Q2 | $10K | Hold |
352
| – | – | ﹤0.01% | 1532 |
|
|
2017
Q1 | $9K | Hold |
352
| – | – | ﹤0.01% | 1518 |
|
|
2016
Q4 | $9K | Hold |
352
| – | – | ﹤0.01% | 1458 |
|
|
2016
Q3 | $10K | Buy |
352
+280
| +389% | +$7.96K | ﹤0.01% | 1363 |
|
|
2016
Q2 | $2K | Buy |
+72
| New | +$2K | ﹤0.01% | 1683 |
|