WWA
WCG 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 | $13.6M | Buy |
549,661
+181,236
| +49% | +$4.49M | 0.88% | 30 |
|
2025
Q1 | $9.29M | Sell |
368,425
-37,626
| -9% | -$949K | 0.71% | 42 |
|
2024
Q4 | $10.4M | Buy |
406,051
+46,832
| +13% | +$1.2M | 0.69% | 40 |
|
2024
Q3 | $9.44M | Sell |
359,219
-41,157
| -10% | -$1.08M | 0.64% | 45 |
|
2024
Q2 | $10.2M | Buy |
400,376
+81,374
| +26% | +$2.07M | 0.75% | 39 |
|
2024
Q1 | $8.2M | Sell |
319,002
-107,638
| -25% | -$2.77M | 0.69% | 45 |
|
2023
Q4 | $10.8M | Sell |
426,640
-53,076
| -11% | -$1.34M | 0.79% | 40 |
|
2023
Q3 | $11.9M | Buy |
479,716
+35,670
| +8% | +$882K | 0.87% | 35 |
|
2023
Q2 | $11.1M | Buy |
444,046
+298,264
| +205% | +$7.47M | 1.3% | 24 |
|
2023
Q1 | $3.65M | Buy |
145,782
+78,467
| +117% | +$1.96M | 0.47% | 51 |
|
2022
Q4 | $3.3M | Buy |
67,315
+8,157
| +14% | +$399K | 0.45% | 55 |
|
2022
Q3 | $3.08M | Sell |
59,158
-533
| -0.9% | -$27.8K | 0.41% | 56 |
|
2022
Q2 | $3.07M | Buy |
+59,691
| New | +$3.07M | 0.43% | 53 |
|