HCR Wealth Advisors’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
Q3 | $250K | Hold |
|
|||||
|
2025
Q2 | $249K | Hold |
|
|||||
|
2025
Q1 | $253K | Hold |
|
|||||
|
2024
Q4 | $257K | Hold |
|
|||||
|
2024
Q3 | $264K | Hold |
|
|||||
|
2024
Q2 | $256K | Hold |
|
|||||
|
2024
Q1 | $258K | Hold |
|
|||||
|
2023
Q4 | $254K | Hold |
|
|||||
|
2023
Q3 | $239K | Sell |
|
|||||
|
2023
Q2 | $258K | Buy |
|
|||||
|
2023
Q1 | $256K | Hold |
|
|||||
|
2022
Q4 | $250K | Hold |
|
|||||
|
2022
Q3 | $245K | Hold |
|
|||||
|
2022
Q2 | $263K | Hold |
|
|||||
|
2022
Q1 | $282K | Hold |
|
|||||
|
2021
Q4 | $307K | Hold |
|
|||||
|
2021
Q3 | $306K | Hold |
|
|||||
|
2021
Q2 | $311K | Hold |
|
|||||
|
2021
Q1 | $303K | Hold |
|
|||||
|
2020
Q4 | $301K | Hold |
|
|||||
|
2020
Q3 | $291K | Hold |
|
|||||
|
2020
Q2 | $287K | Hold |
|
|||||
|
2020
Q1 | $280K | Hold |
|
|||||
|
2019
Q4 | $301K | Hold |
|
|||||
|
2019
Q3 | $303K | Hold |
|
|||||
|
2019
Q2 | $299K | Hold |
|
|||||
|
2019
Q1 | $294K | Sell |
|
|||||
|
2018
Q4 | $298K | Sell |
|
|||||
|
2018
Q3 | $306K | Sell |
|
|||||
|
2018
Q2 | $318K | Hold |
|
|||||
|
2018
Q1 | $314K | Hold |
|
|||||
|
2017
Q4 | $314K | Sell |
|
|||||
|
2017
Q3 | $327K | Hold |
|
|||||
|
2017
Q2 | $326K | Hold |
|
|||||
|
2017
Q1 | $325K | Hold |
|
|||||
|
2016
Q4 | $321K | Buy |
|