GCA
Gradient Capital Advisors’s SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-15,788
| Closed | -$395K | – | 138 |
|
|
2023
Q2 | $395K | Hold |
15,788
| – | – | 0.16% | 96 |
|
|
2023
Q1 | $395K | Buy |
15,788
+7,894
| +100% | +$198K | 0.17% | 94 |
|
|
2022
Q4 | $387K | Hold |
7,894
| – | – | 0.18% | 91 |
|
|
2022
Q3 | $378K | Sell |
7,894
-1,926
| -20% | -$92.2K | 0.18% | 89 |
|
|
2022
Q2 | $505K | Hold |
9,820
| – | – | 0.24% | 78 |
|
|
2022
Q1 | $542K | Hold |
9,820
| – | – | 0.23% | 80 |
|
|
2021
Q4 | $590K | Hold |
9,820
| – | – | 0.25% | 76 |
|
|
2021
Q3 | $589K | Hold |
9,820
| – | – | 0.27% | 71 |
|
|
2021
Q2 | $597K | Hold |
9,820
| – | – | 0.28% | 70 |
|
|
2021
Q1 | $583K | Hold |
9,820
| – | – | 0.31% | 67 |
|
|
2020
Q4 | $579K | Hold |
9,820
| – | – | 0.33% | 62 |
|
|
2020
Q3 | $558K | Hold |
9,820
| – | – | 0.35% | 62 |
|
|
2020
Q2 | $553K | Hold |
9,820
| – | – | 0.37% | 58 |
|
|
2020
Q1 | $537K | Hold |
9,820
| – | – | 0.43% | 53 |
|
|
2019
Q4 | $579K | Hold |
9,820
| – | – | 0.4% | 54 |
|
|
2019
Q3 | $583K | Hold |
9,820
| – | – | 0.44% | 50 |
|
|
2019
Q2 | $574K | Hold |
9,820
| – | – | 0.44% | 49 |
|
|
2019
Q1 | $564K | Hold |
9,820
| – | – | 0.45% | 47 |
|
|
2018
Q4 | $551K | Hold |
9,820
| – | – | 0.48% | 46 |
|
|
2018
Q3 | $553K | Hold |
9,820
| – | – | 0.47% | 49 |
|
|
2018
Q2 | $555K | Hold |
9,820
| – | – | 0.52% | 40 |
|
|
2018
Q1 | $547K | Hold |
9,820
| – | – | 0.55% | 38 |
|
|
2017
Q4 | $547K | Buy |
+9,820
| New | +$547K | 0.56% | 37 |
|