Global Retirement Partners’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$4.38M	Buy	175,739 +167,532	+2,041%	+$4.2M	0.08%	236
2025 Q3	$205K	Sell	8,207 -1,520	-16%	-$37.2K	﹤0.01%	1171
2025 Q2	$241K	Buy	+9,727	New	+$240K	0.01%	1001
2024 Q4	$576K	Buy	22,502 +1,055	+5%	+$27.4K	0.02%	590
2024 Q3	$563K	Buy	21,447 +828	+4%	+$21.5K	0.02%	601
2024 Q2	$525K	Buy	20,619 +13,289	+181%	+$338K	0.02%	600
2024 Q1	$188K	Buy	7,330 +399	+6%	+$10.1K	0.01%	812
2023 Q4	$175K	Buy	6,931 +2,003	+41%	+$48.4K	0.01%	809
2023 Q3	$116K	Sell	4,928 -327	-6%	-$8.07K	0.01%	870
2023 Q2	$131K	Sell	5,255 -11	-0.2%	-$274	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%	+$28.4K	0.01%	692
2022 Q3	$113K	Sell	4,810 -1,646	-25%	-$42.3K	0.01%	736
2022 Q2	$166K	Sell	6,456 -16	-0.2%	-$419	0.01%	604
2022 Q1	$168K	Buy	+6,472	New	+$186K	0.01%	597
2021 Q4	–	Sell	-2,792	Closed	-$84K	–	932
2021 Q3	$84K	Buy	2,792 +174	+7%	+$5.28K	0.01%	700
2021 Q2	$80K	Buy	2,618 +2,244	+600%	+$67.4K	0.01%	693
2021 Q1	$11K	Hold	374	–	–	﹤0.01%	1265
2020 Q4	$11K	Hold	374	–	–	﹤0.01%	1229
2020 Q3	$11K	Buy	+374	New	+$10.7K	﹤0.01%	1108
2020 Q2	–	Sell	-8,000	Closed	-$219K	–	1656
2020 Q1	$219K	Buy	8,000 +6,884	+617%	+$199K	0.04%	304
2019 Q4	$33K	Buy	1,116 +14	+1%	+$413	0.01%	765
2019 Q3	$33K	Buy	1,102 +12	+1%	+$354	0.01%	730
2019 Q2	$32K	Buy	+1,090	New	+$31.5K	0.01%	730