Perfromance Wealth Partners’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 | $415K | Hold |
16,742
| – | – | 0.01% | 124 |
|
|
2025
Q1 | $422K | Hold |
16,742
| – | – | 0.02% | 109 |
|
|
2024
Q4 | $428K | Sell |
16,742
-9,103
| -35% | -$233K | 0.01% | 107 |
|
|
2024
Q3 | $679K | Sell |
25,845
-2,500
| -9% | -$65.7K | 0.02% | 83 |
|
|
2024
Q2 | $721K | Sell |
28,345
-18,331
| -39% | -$466K | 0.03% | 68 |
|
|
2024
Q1 | $1.2M | Sell |
46,676
-3,485
| -7% | -$89.5K | 0.05% | 61 |
|
|
2023
Q4 | $1.27M | Sell |
50,161
-28,815
| -36% | -$729K | 0.06% | 67 |
|
|
2023
Q3 | $1.88M | Sell |
78,976
-2,829
| -3% | -$67.4K | 0.09% | 62 |
|
|
2023
Q2 | $2.05M | Sell |
81,805
-2,681
| -3% | -$67.1K | 0.09% | 63 |
|
|
2023
Q1 | $2.12M | Sell |
84,486
-12,474
| -13% | -$312K | 0.11% | 59 |
|
|
2022
Q4 | $2.37M | Sell |
96,960
-8,230
| -8% | -$202K | 0.14% | 50 |
|
|
2022
Q3 | $2.52M | Buy |
105,190
+510
| +0.5% | +$12.2K | 0.15% | 41 |
|
|
2022
Q2 | $2.69M | Sell |
104,680
-510
| -0.5% | -$13.1K | 0.15% | 42 |
|
|
2022
Q1 | $2.9M | Sell |
105,190
-172
| -0.2% | -$4.74K | 0.13% | 46 |
|
|
2021
Q4 | $3.17M | Buy |
+105,362
| New | +$3.17M | 0.13% | 50 |
|