LFS
Legacy Financial Strategies’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 | $548K | Sell |
22,100
-4,487
| -17% | -$111K | 0.11% | 73 |
|
|
2025
Q1 | $671K | Sell |
26,587
-3,598
| -12% | -$90.7K | 0.15% | 61 |
|
|
2024
Q4 | $773K | Sell |
30,185
-478
| -2% | -$12.2K | 0.17% | 58 |
|
|
2024
Q3 | $806K | Sell |
30,663
-911
| -3% | -$23.9K | 0.18% | 57 |
|
|
2024
Q2 | $810K | Sell |
31,574
-1,134
| -3% | -$29.1K | 0.19% | 55 |
|
|
2024
Q1 | $840K | Sell |
32,708
-2,357
| -7% | -$60.6K | 0.22% | 50 |
|
|
2023
Q4 | $887K | Buy |
+35,065
| New | +$887K | 0.25% | 46 |
|
|
2023
Q3 | – | Sell |
-8,725
| Closed | -$218K | – | 76 |
|
|
2023
Q2 | $218K | Buy |
+8,725
| New | +$218K | 0.07% | 73 |
|