MBL Wealth’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	$525K	Buy	21,175 +1,035	+5%	+$26K	0.04%	195
2025 Q4	$502K	Buy	20,140 +1,280	+7%	+$32.1K	0.04%	179
2025 Q3	$470K	Buy	18,860 +435	+2%	+$10.6K	0.04%	161
2025 Q2	$457K	Sell	18,425 -353	-2%	-$8.69K	0.04%	153
2025 Q1	$474K	Sell	18,778 -460	-2%	-$11.8K	0.05%	137
2024 Q4	$492K	Buy	19,238 +247	+1%	+$6.41K	0.05%	139
2024 Q3	$499K	Buy	18,991 +30	+0.2%	+$778	0.05%	136
2024 Q2	$482K	Sell	18,961 -6,295	-25%	-$160K	0.05%	129
2024 Q1	$649K	Buy	25,256 +2,536	+11%	+$64.4K	0.07%	111
2023 Q4	$575K	Sell	22,720 -915	-4%	-$22.1K	0.07%	109
2023 Q3	$563K	Sell	23,635 -47,264	-67%	-$1.17M	0.08%	107
2023 Q2	$1.77M	Sell	70,899 -9,905	-12%	-$246K	0.25%	50
2023 Q1	$2.02M	Buy	80,804 +4,920	+6%	+$123K	0.32%	41
2022 Q4	$1.86M	Buy	75,884 +10,744	+16%	+$262K	0.36%	47
2022 Q3	$1.56M	Buy	65,140 +37,790	+138%	+$970K	0.34%	55
2022 Q2	$703K	Buy	+27,350	New	+$716K	0.18%	74