Sage Advisory Services’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-183,045
| Closed | -$4.66M | – | 45 |
|
2024
Q3 | $4.66M | Hold |
183,045
| – | – | 1.31% | 21 |
|
2024
Q2 | $4.66M | Sell |
183,045
-135,420
| -43% | -$3.45M | 1.31% | 21 |
|
2024
Q1 | $8.18M | Sell |
318,465
-1,740
| -0.5% | -$44.7K | 2.23% | 15 |
|
2023
Q4 | $8.1M | Buy |
320,205
+284,725
| +802% | +$7.2M | 2.17% | 18 |
|
2023
Q3 | $845K | Buy |
35,480
+14,890
| +72% | +$355K | 0.24% | 37 |
|
2023
Q2 | $515K | Buy |
+20,590
| New | +$515K | 0.15% | 40 |
|