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