Modera Wealth Management’s SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
55,181
+5,929
| +12% | +$147K | 0.02% | 292 |
|
|
2025
Q1 | $1.24M | Buy |
49,252
+15,924
| +48% | +$402K | 0.02% | 295 |
|
|
2024
Q4 | $853K | Buy |
33,328
+2,310
| +7% | +$59.1K | 0.01% | 355 |
|
|
2024
Q3 | $815K | Buy |
31,018
+925
| +3% | +$24.3K | 0.01% | 339 |
|
|
2024
Q2 | $766K | Buy |
30,093
+637
| +2% | +$16.2K | 0.01% | 330 |
|
|
2024
Q1 | $757K | Buy |
29,456
+2,934
| +11% | +$75.4K | 0.01% | 334 |
|
|
2023
Q4 | $671K | Buy |
26,522
+9,649
| +57% | +$244K | 0.01% | 339 |
|
|
2023
Q3 | $402K | Buy |
16,873
+127
| +0.8% | +$3.03K | 0.01% | 392 |
|
|
2023
Q2 | $419K | Buy |
16,746
+921
| +6% | +$23K | 0.01% | 407 |
|
|
2023
Q1 | $396K | Buy |
15,825
+1,959
| +14% | +$49.1K | 0.02% | 245 |
|
|
2022
Q4 | $340K | Buy |
13,866
+390
| +3% | +$9.55K | 0.01% | 262 |
|
|
2022
Q3 | $323K | Buy |
13,476
+4,276
| +46% | +$102K | 0.02% | 233 |
|
|
2022
Q2 | $236K | Sell |
9,200
-2,372
| -20% | -$60.8K | 0.01% | 294 |
|
|
2022
Q1 | $319K | Buy |
+11,572
| New | +$319K | 0.01% | 271 |
|