GeoWealth 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 | $396K | Buy |
+15,992
| New | +$396K | 0.02% | 464 |
|
2025
Q1 | – | Sell |
-3,542
| Closed | -$90.6K | – | 1408 |
|
2024
Q4 | $90.6K | Sell |
3,542
-507
| -13% | -$13K | ﹤0.01% | 1003 |
|
2024
Q3 | $106K | Buy |
+4,049
| New | +$106K | ﹤0.01% | 881 |
|
2024
Q2 | – | Sell |
-6,711
| Closed | -$172K | – | 904 |
|
2024
Q1 | $172K | Sell |
6,711
-1,202
| -15% | -$30.9K | 0.01% | 714 |
|
2023
Q4 | $200K | Buy |
+7,913
| New | +$200K | 0.02% | 508 |
|