Legacy Financial Strategies’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
2026 Q1	$894K	Sell	36,068 -4,770	-12%	-$120K	0.16%	60
2025 Q4	$1.02M	Sell	40,838 -392	-1%	-$9.82K	0.18%	60
2025 Q3	$1.03M	Buy	41,230 +19,130	+87%	+$468K	0.19%	61
2025 Q2	$548K	Sell	22,100 -4,487	-17%	-$111K	0.11%	73
2025 Q1	$671K	Sell	26,587 -3,598	-12%	-$92.3K	0.15%	61
2024 Q4	$773K	Sell	30,185 -478	-2%	-$12.4K	0.17%	58
2024 Q3	$806K	Sell	30,663 -911	-3%	-$23.6K	0.18%	57
2024 Q2	$810K	Sell	31,574 -1,134	-3%	-$28.8K	0.19%	55
2024 Q1	$840K	Sell	32,708 -2,357	-7%	-$59.8K	0.22%	50
2023 Q4	$887K	Buy	+35,065	New	+$847K	0.25%	46
2023 Q3	–	Sell	-8,725	Closed	-$218K	–	76
2023 Q2	$218K	Buy	+8,725	New	+$217K	0.07%	73