MWM
Mattern Wealth Management’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 | $1.54M | Sell |
62,120
-11,511
| -16% | -$285K | 0.32% | 50 |
|
|
2025
Q1 | $1.86M | Sell |
73,631
-108
| -0.1% | -$2.72K | 0.41% | 48 |
|
|
2024
Q4 | $1.89M | Buy |
73,739
+38,649
| +110% | +$989K | 0.42% | 52 |
|
|
2024
Q3 | $922K | Buy |
35,090
+25,252
| +257% | +$663K | 0.2% | 76 |
|
|
2024
Q2 | $250K | Buy |
+9,838
| New | +$250K | 0.06% | 156 |
|