PJSIMP
P.J. Schmidt Investment Management (PJS)’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 | $267K | Sell |
10,785
-5,230
| -33% | -$130K | 0.05% | 169 |
|
|
2025
Q1 | $404K | Sell |
16,015
-1,400
| -8% | -$35.3K | 0.07% | 128 |
|
|
2024
Q4 | $445K | Buy |
17,415
+375
| +2% | +$9.59K | 0.08% | 120 |
|
|
2024
Q3 | $448K | Buy |
17,040
+4,100
| +32% | +$108K | 0.08% | 122 |
|
|
2024
Q2 | $329K | Buy |
12,940
+200
| +2% | +$5.09K | 0.06% | 144 |
|
|
2024
Q1 | $327K | Buy |
+12,740
| New | +$327K | 0.06% | 145 |
|
|
2022
Q4 | – | Sell |
-6,977
| Closed | -$330K | – | 176 |
|
|
2022
Q3 | $330K | Hold |
6,977
| – | – | 0.08% | 126 |
|
|
2022
Q2 | $363K | Buy |
6,977
+1,299
| +23% | +$67.6K | 0.08% | 127 |
|
|
2022
Q1 | $301K | Sell |
5,678
-2,400
| -30% | -$127K | 0.07% | 147 |
|
|
2021
Q4 | $468K | Buy |
8,078
+2,350
| +41% | +$136K | 0.09% | 126 |
|
|
2021
Q3 | $340K | Buy |
5,728
+1,721
| +43% | +$102K | 0.07% | 142 |
|
|
2021
Q2 | $245K | Buy |
4,007
+130
| +3% | +$7.95K | 0.05% | 162 |
|
|
2021
Q1 | $232K | Buy |
+3,877
| New | +$232K | 0.05% | 160 |
|