HCR Wealth Advisors’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 | $249K | Hold |
10,050
| – | – | 0.03% | 206 |
|
|
2025
Q1 | $253K | Hold |
10,050
| – | – | 0.03% | 198 |
|
|
2024
Q4 | $257K | Hold |
10,050
| – | – | 0.03% | 196 |
|
|
2024
Q3 | $264K | Hold |
10,050
| – | – | 0.03% | 194 |
|
|
2024
Q2 | $256K | Hold |
10,050
| – | – | 0.04% | 189 |
|
|
2024
Q1 | $258K | Hold |
10,050
| – | – | 0.04% | 186 |
|
|
2023
Q4 | $254K | Hold |
10,050
| – | – | 0.04% | 168 |
|
|
2023
Q3 | $239K | Sell |
10,050
-250
| -2% | -$5.96K | 0.05% | 144 |
|
|
2023
Q2 | $258K | Buy |
10,300
+80
| +0.8% | +$2K | 0.05% | 149 |
|
|
2023
Q1 | $256K | Hold |
10,220
| – | – | 0.05% | 148 |
|
|
2022
Q4 | $250K | Hold |
10,220
| – | – | 0.05% | 149 |
|
|
2022
Q3 | $245K | Hold |
10,220
| – | – | 0.05% | 148 |
|
|
2022
Q2 | $263K | Hold |
10,220
| – | – | 0.05% | 146 |
|
|
2022
Q1 | $282K | Hold |
10,220
| – | – | 0.05% | 157 |
|
|
2021
Q4 | $307K | Hold |
10,220
| – | – | 0.05% | 162 |
|
|
2021
Q3 | $306K | Hold |
10,220
| – | – | 0.05% | 164 |
|
|
2021
Q2 | $311K | Hold |
10,220
| – | – | 0.05% | 155 |
|
|
2021
Q1 | $303K | Hold |
10,220
| – | – | 0.06% | 154 |
|
|
2020
Q4 | $301K | Hold |
10,220
| – | – | 0.06% | 146 |
|
|
2020
Q3 | $291K | Hold |
10,220
| – | – | 0.07% | 131 |
|
|
2020
Q2 | $287K | Hold |
10,220
| – | – | 0.07% | 126 |
|
|
2020
Q1 | $280K | Hold |
10,220
| – | – | 0.08% | 123 |
|
|
2019
Q4 | $301K | Hold |
10,220
| – | – | 0.07% | 129 |
|
|
2019
Q3 | $303K | Hold |
10,220
| – | – | 0.1% | 122 |
|
|
2019
Q2 | $299K | Hold |
10,220
| – | – | 0.09% | 128 |
|
|
2019
Q1 | $294K | Sell |
10,220
-400
| -4% | -$11.5K | 0.08% | 138 |
|
|
2018
Q4 | $298K | Sell |
10,620
-400
| -4% | -$11.2K | 0.1% | 128 |
|
|
2018
Q3 | $306K | Sell |
11,020
-250
| -2% | -$6.94K | 0.1% | 124 |
|
|
2018
Q2 | $318K | Hold |
11,270
| – | – | 0.1% | 135 |
|
|
2018
Q1 | $314K | Hold |
11,270
| – | – | 0.11% | 130 |
|
|
2017
Q4 | $314K | Sell |
11,270
-200
| -2% | -$5.57K | 0.11% | 134 |
|
|
2017
Q3 | $327K | Hold |
11,470
| – | – | 0.14% | 125 |
|
|
2017
Q2 | $326K | Hold |
11,470
| – | – | 0.16% | 100 |
|
|
2017
Q1 | $325K | Hold |
11,470
| – | – | 0.17% | 110 |
|
|
2016
Q4 | $321K | Buy |
+11,470
| New | +$321K | 0.17% | 107 |
|