Global Retirement Partners’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 | $241K | Buy |
+9,727
| New | +$241K | 0.01% | 1001 |
|
|
2024
Q4 | $576K | Buy |
22,502
+1,055
| +5% | +$27K | 0.02% | 590 |
|
|
2024
Q3 | $563K | Buy |
21,447
+828
| +4% | +$21.8K | 0.02% | 601 |
|
|
2024
Q2 | $525K | Buy |
20,619
+13,289
| +181% | +$338K | 0.02% | 600 |
|
|
2024
Q1 | $188K | Buy |
7,330
+399
| +6% | +$10.3K | 0.01% | 812 |
|
|
2023
Q4 | $175K | Buy |
6,931
+2,003
| +41% | +$50.6K | 0.01% | 809 |
|
|
2023
Q3 | $116K | Sell |
4,928
-327
| -6% | -$7.69K | 0.01% | 869 |
|
|
2023
Q2 | $131K | Sell |
5,255
-11
| -0.2% | -$275 | 0.01% | 838 |
|
|
2023
Q1 | $131K | Sell |
5,266
-708
| -12% | -$17.7K | 0.01% | 821 |
|
|
2022
Q4 | $146K | Buy |
5,974
+1,164
| +24% | +$28.5K | 0.01% | 692 |
|
|
2022
Q3 | $113K | Sell |
4,810
-1,646
| -25% | -$38.7K | 0.01% | 736 |
|
|
2022
Q2 | $166K | Sell |
6,456
-16
| -0.2% | -$411 | 0.01% | 604 |
|
|
2022
Q1 | $168K | Buy |
+6,472
| New | +$168K | 0.01% | 597 |
|
|
2021
Q4 | – | Sell |
-2,792
| Closed | -$84K | – | 932 |
|
|
2021
Q3 | $84K | Buy |
2,792
+174
| +7% | +$5.24K | 0.01% | 700 |
|
|
2021
Q2 | $80K | Buy |
2,618
+2,244
| +600% | +$68.6K | 0.01% | 693 |
|
|
2021
Q1 | $11K | Hold |
374
| – | – | ﹤0.01% | 1260 |
|
|
2020
Q4 | $11K | Hold |
374
| – | – | ﹤0.01% | 1226 |
|
|
2020
Q3 | $11K | Buy |
+374
| New | +$11K | ﹤0.01% | 1108 |
|
|
2020
Q2 | – | Sell |
-8,000
| Closed | -$219K | – | 1653 |
|
|
2020
Q1 | $219K | Buy |
8,000
+6,884
| +617% | +$188K | 0.04% | 303 |
|
|
2019
Q4 | $33K | Buy |
1,116
+14
| +1% | +$414 | 0.01% | 765 |
|
|
2019
Q3 | $33K | Buy |
1,102
+12
| +1% | +$359 | 0.01% | 730 |
|
|
2019
Q2 | $32K | Buy |
+1,090
| New | +$32K | 0.01% | 730 |
|