United Capital Financial Advisors’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $21.5M | Sell |
865,607
-105,979
| -11% | -$2.66M | 0.13% | 138 |
|
|
2025
Q4 | $24.2M | Sell |
971,586
-111,159
| -10% | -$2.79M | 0.15% | 125 |
|
|
2025
Q3 | $27M | Sell |
1,082,745
-57,610
| -5% | -$1.41M | 0.19% | 100 |
|
|
2025
Q2 | $28.3M | Sell |
1,140,355
-147,330
| -11% | -$3.63M | 0.23% | 92 |
|
|
2025
Q1 | $32.5M | Sell |
1,287,685
-23,692
| -2% | -$608K | 0.28% | 79 |
|
|
2024
Q4 | $33.5M | Sell |
1,311,377
-19,318
| -1% | -$501K | 0.28% | 79 |
|
|
2024
Q3 | $35M | Sell |
1,330,695
-4,115
| -0.3% | -$107K | 0.29% | 75 |
|
|
2024
Q2 | $34M | Buy |
1,334,810
+15,503
| +1% | +$394K | 0.29% | 70 |
|
|
2024
Q1 | $33.9M | Buy |
1,319,307
+7,226
| +0.6% | +$183K | 0.28% | 79 |
|
|
2023
Q4 | $33.2M | Sell |
1,312,081
-996,627
| -43% | -$24.1M | 0.28% | 80 |
|
|
2023
Q3 | $55M | Sell |
2,308,708
-253,428
| -10% | -$6.26M | 0.36% | 59 |
|
|
2023
Q2 | $64.1M | Buy |
2,562,136
+120,911
| +5% | +$3.01M | 0.35% | 57 |
|
|
2023
Q1 | $61.1M | Buy |
2,441,225
+368,307
| +18% | +$9.21M | 0.34% | 58 |
|
|
2022
Q4 | $50.8M | Buy |
2,072,918
+83,094
| +4% | +$2.02M | 0.28% | 75 |
|
|
2022
Q3 | $47.7M | Buy |
1,989,824
+401,714
| +25% | +$10.3M | 0.28% | 74 |
|
|
2022
Q2 | $40.8M | Buy |
1,588,110
+262,596
| +20% | +$6.87M | 0.22% | 90 |
|
|
2022
Q1 | $36.6M | Buy |
1,325,514
+218,964
| +20% | +$6.3M | 0.18% | 121 |
|
|
2021
Q4 | $33.2M | Buy |
1,106,550
+152,390
| +16% | +$4.56M | 0.15% | 138 |
|
|
2021
Q3 | $28.6M | Buy |
954,160
+143,820
| +18% | +$4.37M | 0.14% | 148 |
|
|
2021
Q2 | $24.6M | Buy |
810,340
+166,922
| +26% | +$5.01M | 0.12% | 171 |
|
|
2021
Q1 | $19.1M | Buy |
643,418
+131,120
| +26% | +$3.89M | 0.11% | 189 |
|
|
2020
Q4 | $15.1M | Buy |
512,298
+133,408
| +35% | +$3.84M | 0.09% | 208 |
|
|
2020
Q3 | $10.8M | Buy |
378,890
+367,586
| +3,252% | +$10.5M | 0.07% | 238 |
|
|
2020
Q2 | $319K | Buy |
11,304
+2,724
| +32% | +$73.8K | ﹤0.01% | 986 |
|
|
2020
Q1 | $235K | Sell |
8,580
-3,304
| -28% | -$95.5K | ﹤0.01% | 1029 |
|
|
2019
Q4 | $351K | Sell |
11,884
-8,442
| -42% | -$249K | ﹤0.01% | 1085 |
|
|
2019
Q3 | $603K | Buy |
20,326
+4,692
| +30% | +$138K | ﹤0.01% | 895 |
|
|
2019
Q2 | $457K | Buy |
15,634
+5,524
| +55% | +$160K | ﹤0.01% | 1076 |
|
|
2019
Q1 | $290K | Sell |
10,110
-1,018
| -9% | -$28.6K | ﹤0.01% | 1135 |
|
|
2018
Q4 | $312K | Buy |
11,128
+2,104
| +23% | +$58.5K | ﹤0.01% | 1048 |
|
|
2018
Q3 | $254K | Buy |
9,024
+82
| +0.9% | +$2.32K | ﹤0.01% | 1173 |
|
|
2018
Q2 | $253K | Sell |
8,942
-66
| -0.7% | -$1.85K | ﹤0.01% | 1159 |
|
|
2018
Q1 | $251K | Buy |
9,008
+66
| +0.7% | +$1.83K | ﹤0.01% | 1153 |
|
|
2017
Q4 | $249K | Sell |
8,942
-1,332
| -13% | -$37.1K | ﹤0.01% | 1176 |
|
|
2017
Q3 | $293K | Hold |
10,274
| – | – | ﹤0.01% | 1120 |
|
|
2017
Q2 | $292K | Sell |
10,274
-32
| -0.3% | -$912 | ﹤0.01% | 1082 |
|
|
2017
Q1 | $292K | Hold |
10,306
| – | – | ﹤0.01% | 1051 |
|
|
2016
Q4 | $288K | Buy |
10,306
+2,676
| +35% | +$76.2K | ﹤0.01% | 1067 |
|
|
2016
Q3 | $226K | Sell |
7,630
-92
| -1% | -$2.74K | ﹤0.01% | 1155 |
|
|
2016
Q2 | $232K | Hold |
7,722
| – | – | ﹤0.01% | 1126 |
|
|
2016
Q1 | $223K | Buy |
+7,722
| New | +$221K | ﹤0.01% | 1094 |
|
Other funds holding HYMB
APP
CCWA