LFA
Legacy Financial 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 | $2.45M | Sell |
99,003
-7,918
| -7% | -$196K | 0.38% | 40 |
|
|
2025
Q1 | $2.7M | Sell |
106,921
-4,341
| -4% | -$109K | 0.45% | 37 |
|
|
2024
Q4 | $2.85M | Sell |
111,262
-5,193
| -4% | -$133K | 0.47% | 38 |
|
|
2024
Q3 | $3.06M | Sell |
116,455
-1,505
| -1% | -$39.5K | 0.51% | 36 |
|
|
2024
Q2 | $3M | Sell |
117,960
-1,307
| -1% | -$33.3K | 0.53% | 32 |
|
|
2024
Q1 | $3.06M | Sell |
119,267
-10,611
| -8% | -$273K | 0.55% | 30 |
|
|
2023
Q4 | $3.29M | Buy |
+129,878
| New | +$3.29M | 0.63% | 26 |
|
|
2023
Q1 | – | Sell |
-11,451
| Closed | -$561K | – | 260 |
|
|
2022
Q4 | $561K | Buy |
11,451
+3,390
| +42% | +$166K | 0.12% | 105 |
|
|
2022
Q3 | $386K | Buy |
+8,061
| New | +$386K | 0.09% | 123 |
|
|
2022
Q2 | – | Sell |
-22,135
| Closed | -$1.22M | – | 237 |
|
|
2022
Q1 | $1.22M | Buy |
+22,135
| New | +$1.22M | 0.27% | 37 |
|