SWA
Strategies Wealth Advisors’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 | $271K | Buy |
10,950
+2,409
| +28% | +$59.7K | 0.03% | 152 |
|
|
2025
Q1 | $215K | Sell |
8,541
-1,564
| -15% | -$39.4K | 0.03% | 163 |
|
|
2024
Q4 | $261K | Sell |
10,105
-946
| -9% | -$24.4K | 0.03% | 110 |
|
|
2024
Q3 | $290K | Buy |
11,051
+2,714
| +33% | +$71.3K | 0.04% | 78 |
|
|
2024
Q2 | $212K | Sell |
8,337
-670
| -7% | -$17K | 0.03% | 85 |
|
|
2024
Q1 | $231K | Sell |
9,007
-1,252
| -12% | -$32.2K | 0.04% | 87 |
|
|
2023
Q4 | $260K | Sell |
10,259
-384
| -4% | -$9.72K | 0.04% | 75 |
|
|
2023
Q3 | $254K | Sell |
10,643
-889
| -8% | -$21.2K | 0.05% | 69 |
|
|
2023
Q2 | $288K | Sell |
11,532
-3,152
| -21% | -$78.8K | 0.06% | 72 |
|
|
2023
Q1 | $368K | Buy |
14,684
+4,852
| +49% | +$121K | 0.08% | 61 |
|
|
2022
Q4 | $481K | Buy |
+9,832
| New | +$481K | 0.12% | 53 |
|
|
2022
Q2 | $284K | Buy |
+5,525
| New | +$284K | 0.08% | 73 |
|