Prentice 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 | $5.74M | Sell |
231,501
-25,337
| -10% | -$628K | 1.51% | 14 |
|
2025
Q1 | $6.48M | Buy |
256,838
+10,387
| +4% | +$262K | 1.87% | 14 |
|
2024
Q4 | $6.3M | Buy |
246,451
+13,806
| +6% | +$353K | 1.82% | 14 |
|
2024
Q3 | $6.11M | Buy |
232,645
+42,115
| +22% | +$1.11M | 1.81% | 15 |
|
2024
Q2 | $4.85M | Buy |
190,530
+73,410
| +63% | +$1.87M | 1.58% | 15 |
|
2024
Q1 | $3.01M | Buy |
117,120
+52,920
| +82% | +$1.36M | 1.04% | 17 |
|
2023
Q4 | $1.62M | Buy |
64,200
+54,850
| +587% | +$1.39M | 0.63% | 21 |
|
2023
Q3 | $223K | Buy |
+9,350
| New | +$223K | 0.1% | 93 |
|
2022
Q3 | – | Sell |
-4,274
| Closed | -$110K | – | 124 |
|
2022
Q2 | $110K | Buy |
+4,274
| New | +$110K | 0.11% | 56 |
|
2021
Q4 | – | Sell |
-1,356
| Closed | -$41K | – | 189 |
|
2021
Q3 | $41K | Hold |
1,356
| – | – | 0.02% | 184 |
|
2021
Q2 | $41K | Sell |
1,356
-1,100
| -45% | -$33.3K | 0.02% | 188 |
|
2021
Q1 | $73K | Buy |
+2,456
| New | +$73K | 0.04% | 152 |
|