RWP
Revolve Wealth Partners’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 | $29.3M | Sell |
1,184,208
-43,791
| -4% | -$1.09M | 3.81% | 4 |
|
2025
Q1 | $31M | Buy |
1,227,999
+130,892
| +12% | +$3.3M | 4.48% | 4 |
|
2024
Q4 | $28.1M | Buy |
1,097,107
+49,809
| +5% | +$1.27M | 4.06% | 4 |
|
2024
Q3 | $27.5M | Buy |
1,047,298
+61,340
| +6% | +$1.61M | 4.19% | 4 |
|
2024
Q2 | $25.1M | Buy |
985,958
+58,228
| +6% | +$1.48M | 4.12% | 4 |
|
2024
Q1 | $23.8M | Buy |
927,730
+136,817
| +17% | +$3.51M | 4.06% | 4 |
|
2023
Q4 | $20M | Buy |
790,913
+66,652
| +9% | +$1.69M | 3.86% | 5 |
|
2023
Q3 | $17.3M | Buy |
724,261
+149,586
| +26% | +$3.56M | 3.97% | 4 |
|
2023
Q2 | $14.4M | Buy |
574,675
+49,605
| +9% | +$1.24M | 3.36% | 5 |
|
2023
Q1 | $13.1M | Buy |
525,070
+258,441
| +97% | +$6.47M | 3.34% | 7 |
|
2022
Q4 | $13.1M | Buy |
266,629
+82,257
| +45% | +$4.03M | 3.74% | 6 |
|
2022
Q3 | $8.84M | Buy |
184,372
+9,223
| +5% | +$442K | 2.95% | 10 |
|
2022
Q2 | $9M | Sell |
175,149
-21,364
| -11% | -$1.1M | 2.96% | 9 |
|
2022
Q1 | $10.8M | Sell |
196,513
-29,332
| -13% | -$1.62M | 3.13% | 11 |
|
2021
Q4 | $13.6M | Buy |
+225,845
| New | +$13.6M | 3.9% | 6 |
|