Robertson Stephens 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 | $759K | Hold |
30,632
| – | – | 0.02% | 295 |
|
2025
Q1 | $773K | Hold |
30,632
| – | – | 0.03% | 293 |
|
2024
Q4 | $784K | Buy |
30,632
+11,368
| +59% | +$291K | 0.03% | 282 |
|
2024
Q3 | $506K | Buy |
+19,264
| New | +$506K | 0.02% | 409 |
|
2020
Q3 | – | Sell |
-20,276
| Closed | -$571K | – | 241 |
|
2020
Q2 | $571K | Hold |
20,276
| – | – | 0.16% | 100 |
|
2020
Q1 | $555K | Hold |
20,276
| – | – | 0.19% | 97 |
|
2019
Q4 | $598K | Hold |
20,276
| – | – | 0.3% | 54 |
|
2019
Q3 | $602K | Buy |
+20,276
| New | +$602K | 0.3% | 64 |
|