NIWA
New Insight Wealth Advisors’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 | $225K | Sell |
9,071
-1,588
| -15% | -$39.4K | 0.09% | 100 |
|
|
2025
Q1 | $269K | Buy |
10,659
+337
| +3% | +$8.5K | 0.12% | 84 |
|
|
2024
Q4 | $264K | Buy |
10,322
+666
| +7% | +$17K | 0.13% | 74 |
|
|
2024
Q3 | $254K | Buy |
9,656
+1,264
| +15% | +$33.2K | 0.13% | 77 |
|
|
2024
Q2 | $213K | Buy |
8,392
+273
| +3% | +$6.95K | 0.13% | 79 |
|
|
2024
Q1 | $209K | Sell |
8,119
-278
| -3% | -$7.14K | 0.13% | 80 |
|
|
2023
Q4 | $212K | Buy |
+8,397
| New | +$212K | 0.14% | 75 |
|