HWA
Heartwood Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $910K | Hold |
36,714
| – | – | 0.1% | 86 |
|
|
2025
Q1 | $926K | Hold |
36,714
| – | – | 0.11% | 75 |
|
|
2024
Q4 | $939K | Hold |
36,714
| – | – | 0.11% | 70 |
|
|
2024
Q3 | $964K | Hold |
36,714
| – | – | 0.11% | 70 |
|
|
2024
Q2 | $934K | Hold |
36,714
| – | – | 0.11% | 66 |
|
|
2024
Q1 | $943K | Hold |
36,714
| – | – | 0.12% | 62 |
|
|
2023
Q4 | $929K | Hold |
36,714
| – | – | 0.12% | 52 |
|
|
2023
Q3 | $875K | Buy |
+36,714
| New | +$875K | 0.13% | 54 |
|