OneDigital Investment Advisors’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 | $13.2M | Buy |
533,510
+261,848
| +96% | +$6.49M | 0.15% | 134 |
|
2025
Q1 | $6.85M | Buy |
271,662
+236,652
| +676% | +$5.97M | 0.08% | 191 |
|
2024
Q4 | $896K | Buy |
35,010
+6,974
| +25% | +$178K | 0.01% | 668 |
|
2024
Q3 | $737K | Sell |
28,036
-2,514
| -8% | -$66K | 0.01% | 774 |
|
2024
Q2 | $777K | Buy |
30,550
+9,861
| +48% | +$251K | 0.01% | 719 |
|
2024
Q1 | $532K | Buy |
20,689
+6,063
| +41% | +$156K | 0.01% | 719 |
|
2023
Q4 | $370K | Sell |
14,626
-7,229
| -33% | -$183K | 0.01% | 839 |
|
2023
Q3 | $521K | Sell |
21,855
-1,873
| -8% | -$44.6K | 0.01% | 627 |
|
2023
Q2 | $593K | Sell |
23,728
-600
| -2% | -$15K | 0.01% | 576 |
|
2023
Q1 | $609K | Buy |
24,328
+1,394
| +6% | +$34.9K | 0.01% | 550 |
|
2022
Q4 | $562K | Sell |
22,934
-39,502
| -63% | -$967K | 0.02% | 491 |
|
2022
Q3 | $1.5M | Buy |
62,436
+16,404
| +36% | +$393K | 0.06% | 230 |
|
2022
Q2 | $1.18M | Sell |
46,032
-37,366
| -45% | -$960K | 0.05% | 228 |
|
2022
Q1 | $2.3M | Buy |
83,398
+16,868
| +25% | +$465K | 0.09% | 151 |
|
2021
Q4 | $2M | Sell |
66,530
-18,440
| -22% | -$554K | 0.07% | 164 |
|
2021
Q3 | $2.55M | Buy |
84,970
+3,160
| +4% | +$94.7K | 0.1% | 134 |
|
2021
Q2 | $2.49M | Buy |
81,810
+14,954
| +22% | +$455K | 0.1% | 130 |
|
2021
Q1 | $1.98M | Sell |
66,856
-7,078
| -10% | -$210K | 0.09% | 152 |
|
2020
Q4 | $2.18M | Sell |
73,934
-110,390
| -60% | -$3.26M | 0.11% | 130 |
|
2020
Q3 | $5.24M | Buy |
184,324
+35,160
| +24% | +$1,000K | 0.36% | 55 |
|
2020
Q2 | $4.2M | Buy |
149,164
+27,098
| +22% | +$764K | 0.3% | 70 |
|
2020
Q1 | $3.34M | Buy |
122,066
+33,524
| +38% | +$917K | 0.3% | 73 |
|
2019
Q4 | $2.61M | Buy |
88,542
+20,964
| +31% | +$618K | 0.21% | 108 |
|
2019
Q3 | $2.01M | Sell |
67,578
-4,136
| -6% | -$123K | 0.18% | 113 |
|
2019
Q2 | $2.1M | Buy |
71,714
+54,312
| +312% | +$1.59M | 0.16% | 88 |
|
2019
Q1 | $500K | Buy |
17,402
+13,830
| +387% | +$397K | 0.07% | 175 |
|
2018
Q4 | $100K | Buy |
+3,572
| New | +$100K | 0.02% | 336 |
|