Transform Wealth’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
Q2
Sell
-343,695
Closed -$8.83M 220
2024
Q1
$8.83M Buy
343,695
+72,214
+27% +$1.86M 0.84% 43
2023
Q4
$6.87M Buy
+271,481
New +$6.87M 0.67% 52