Heritage Wealth Management (California)’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 | $1.24M | Buy |
50,219
+753
| +2% | +$18.7K | 0.83% | 33 |
|
|
2025
Q1 | $1.25M | Buy |
49,466
+3,313
| +7% | +$83.6K | 0.94% | 29 |
|
|
2024
Q4 | $1.18M | Buy |
46,153
+1,175
| +3% | +$30.1K | 0.85% | 30 |
|
|
2024
Q3 | $1.18M | Buy |
44,978
+3,518
| +8% | +$92.4K | 0.84% | 23 |
|
|
2024
Q2 | $1.05M | Buy |
41,460
+1,792
| +5% | +$45.6K | 0.77% | 27 |
|
|
2024
Q1 | $1.02M | Buy |
39,668
+5,757
| +17% | +$148K | 0.77% | 26 |
|
|
2023
Q4 | $858K | Buy |
+33,911
| New | +$858K | 0.69% | 30 |
|