Perigon Wealth Management’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 | $9.2M | Buy |
371,434
+262,594
| +241% | +$6.51M | 0.21% | 102 |
|
|
2025
Q1 | $2.74M | Sell |
108,840
-1,662
| -2% | -$41.9K | 0.07% | 261 |
|
|
2024
Q4 | $2.81M | Sell |
110,502
-24,614
| -18% | -$626K | 0.07% | 259 |
|
|
2024
Q3 | $3.55M | Sell |
135,116
-2,216
| -2% | -$58.2K | 0.09% | 198 |
|
|
2024
Q2 | $3.49M | Buy |
137,332
+4,193
| +3% | +$107K | 0.1% | 181 |
|
|
2024
Q1 | $3.42M | Buy |
133,139
+21,999
| +20% | +$565K | 0.1% | 181 |
|
|
2023
Q4 | $2.81M | Buy |
111,140
+1,407
| +1% | +$35.6K | 0.09% | 183 |
|
|
2023
Q3 | $2.61M | Buy |
109,733
+726
| +0.7% | +$17.3K | 0.11% | 175 |
|
|
2023
Q2 | $2.73M | Buy |
109,007
+3,494
| +3% | +$87.4K | 0.11% | 174 |
|
|
2023
Q1 | $2.64M | Buy |
105,513
+12,093
| +13% | +$303K | 0.15% | 145 |
|
|
2022
Q4 | $2.29M | Buy |
93,420
+74,358
| +390% | +$1.82M | 0.14% | 159 |
|
|
2022
Q3 | $457K | Sell |
19,062
-41,728
| -69% | -$1M | 0.04% | 348 |
|
|
2022
Q2 | $1.56M | Sell |
60,790
-11,746
| -16% | -$302K | 0.13% | 149 |
|
|
2022
Q1 | $2M | Buy |
72,536
+2,078
| +3% | +$57.3K | 0.14% | 135 |
|
|
2021
Q4 | $2.12M | Sell |
70,458
-250
| -0.4% | -$7.51K | 0.15% | 126 |
|
|
2021
Q3 | $2.12M | Buy |
70,708
+11,622
| +20% | +$348K | 0.18% | 110 |
|
|
2021
Q2 | $1.8M | Buy |
59,086
+15,820
| +37% | +$481K | 0.16% | 124 |
|
|
2021
Q1 | $1.28M | Buy |
43,266
+19,536
| +82% | +$579K | 0.13% | 152 |
|
|
2020
Q4 | $700K | Sell |
23,730
-1,840
| -7% | -$54.3K | 0.08% | 192 |
|
|
2020
Q3 | $727K | Buy |
25,570
+14,018
| +121% | +$399K | 0.1% | 165 |
|
|
2020
Q2 | $326K | Buy |
+11,552
| New | +$326K | 0.05% | 253 |
|