KFGK
Keystone Financial Group (Kentucky)’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 | $620K | Sell |
25,036
-146,484
| -85% | -$3.63M | 0.06% | 206 |
|
2025
Q1 | $4.22M | Buy |
171,520
+143,815
| +519% | +$3.54M | 0.43% | 51 |
|
2024
Q4 | $709K | Buy |
27,705
+802
| +3% | +$20.5K | 0.07% | 170 |
|
2024
Q3 | $707K | Buy |
+26,903
| New | +$707K | 0.09% | 153 |
|
2023
Q4 | – | Sell |
-47,344
| Closed | -$1.13M | – | 307 |
|
2023
Q3 | $1.13M | Hold |
47,344
| – | – | 0.19% | 93 |
|
2023
Q2 | $1.18M | Buy |
+47,344
| New | +$1.18M | 0.2% | 90 |
|
2022
Q4 | $1.12M | Hold |
22,775
| – | – | 0.22% | 88 |
|
2022
Q3 | $1.09M | Buy |
22,775
+9,453
| +71% | +$453K | 0.22% | 87 |
|
2022
Q2 | $684K | Buy |
13,322
+4,746
| +55% | +$244K | 0.14% | 125 |
|
2022
Q1 | $473K | Buy |
8,576
+4,747
| +124% | +$262K | 0.08% | 163 |
|
2021
Q4 | $230K | Buy |
+3,829
| New | +$230K | 0.04% | 275 |
|