Strategic Financial Planning’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 | $260K | Sell |
10,499
-734
| -7% | -$18.2K | 0.16% | 35 |
|
|
2025
Q1 | $283K | Buy |
11,233
+130
| +1% | +$3.28K | 0.2% | 32 |
|
|
2024
Q4 | $284K | Sell |
11,103
-742
| -6% | -$19K | 0.19% | 32 |
|
|
2024
Q3 | $311K | Buy |
11,845
+399
| +3% | +$10.5K | 0.21% | 32 |
|
|
2024
Q2 | $291K | Buy |
11,446
+159
| +1% | +$4.05K | 0.21% | 31 |
|
|
2024
Q1 | $290K | Sell |
11,287
-1,560
| -12% | -$40.1K | 0.22% | 31 |
|
|
2023
Q4 | $325K | Buy |
+12,847
| New | +$325K | 0.25% | 30 |
|
|
2023
Q3 | – | Sell |
-8,024
| Closed | -$201K | – | 31 |
|
|
2023
Q2 | $201K | Sell |
8,024
-3,967
| -33% | -$99.2K | 0.18% | 32 |
|
|
2023
Q1 | $300K | Sell |
11,991
-251
| -2% | -$6.29K | 0.27% | 29 |
|
|
2022
Q4 | $300K | Sell |
12,242
-1,326
| -10% | -$32.5K | 0.29% | 28 |
|
|
2022
Q3 | $325K | Buy |
+13,568
| New | +$325K | 0.34% | 29 |
|
|
2022
Q2 | – | Sell |
-11,908
| Closed | -$328K | – | 34 |
|
|
2022
Q1 | $328K | Buy |
+11,908
| New | +$328K | 0.27% | 29 |
|