Wealthcare Advisory Partners’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
Q2 | $2.59M | Buy |
101,813
+3,326
| +3% | +$83.6K | 0.05% | 305 |
|
|
2026
Q1 | $2.44M | Buy |
98,487
+5,451
| +6% | +$137K | 0.05% | 325 |
|
|
2025
Q4 | $2.32M | Buy |
93,036
+4,925
| +6% | +$123K | 0.05% | 323 |
|
|
2025
Q3 | $2.2M | Sell |
88,111
-12,640
| -13% | -$309K | 0.05% | 320 |
|
|
2025
Q2 | $2.5M | Sell |
100,751
-3,542
| -3% | -$87.2K | 0.06% | 281 |
|
|
2025
Q1 | $2.63M | Buy |
104,293
+11,715
| +13% | +$300K | 0.07% | 236 |
|
|
2024
Q4 | $2.37M | Buy |
92,578
+5,975
| +7% | +$155K | 0.07% | 240 |
|
|
2024
Q3 | $2.28M | Buy |
86,603
+48,857
| +129% | +$1.27M | 0.06% | 247 |
|
|
2024
Q2 | $960K | Buy |
37,746
+840
| +2% | +$21.4K | 0.03% | 395 |
|
|
2024
Q1 | $948K | Buy |
36,906
+7,773
| +27% | +$197K | 0.03% | 382 |
|
|
2023
Q4 | $737K | Buy |
29,133
+15,091
| +107% | +$365K | 0.03% | 399 |
|
|
2023
Q3 | $334K | Sell |
14,042
-1,644
| -10% | -$40.6K | 0.02% | 523 |
|
|
2023
Q2 | $392K | Sell |
15,686
-235
| -1% | -$5.85K | 0.02% | 499 |
|
|
2023
Q1 | $399K | Sell |
15,921
-8,567
| -35% | -$214K | 0.02% | 513 |
|
|
2022
Q4 | $600K | Sell |
24,488
-12,844
| -34% | -$313K | 0.03% | 376 |
|
|
2022
Q3 | $894K | Buy |
+37,332
| New | +$958K | 0.05% | 252 |
|
|
2022
Q1 | – | Sell |
-7,386
| Closed | -$222K | – | 564 |
|
|
2021
Q4 | $222K | Sell |
7,386
-17,284
| -70% | -$517K | 0.01% | 519 |
|
|
2021
Q3 | $739K | Buy |
24,670
+340
| +1% | +$10.3K | 0.05% | 241 |
|
|
2021
Q2 | $740K | Buy |
24,330
+270
| +1% | +$8.11K | 0.05% | 239 |
|
|
2021
Q1 | $714K | Sell |
24,060
-1,232
| -5% | -$36.6K | 0.05% | 232 |
|
|
2020
Q4 | $746K | Buy |
25,292
+1,652
| +7% | +$47.6K | 0.07% | 186 |
|
|
2020
Q3 | $672K | Sell |
23,640
-1,264
| -5% | -$36K | 0.07% | 166 |
|
|
2020
Q2 | $702K | Buy |
24,904
+1,536
| +7% | +$41.6K | 0.09% | 135 |
|
|
2020
Q1 | $639K | Buy |
23,368
+4,150
| +22% | +$120K | 0.09% | 125 |
|
|
2019
Q4 | $567K | Buy |
19,218
+1,222
| +7% | +$36.1K | 0.07% | 161 |
|
|
2019
Q3 | $534K | Buy |
17,996
+1,010
| +6% | +$29.8K | 0.08% | 143 |
|
|
2019
Q2 | $496K | Buy |
16,986
+1,496
| +10% | +$43.2K | 0.08% | 144 |
|
|
2019
Q1 | $445K | Buy |
15,490
+3,032
| +24% | +$85.2K | 0.08% | 144 |
|
|
2018
Q4 | $349K | Buy |
12,458
+9,458
| +315% | +$263K | 0.07% | 143 |
|
|
2018
Q3 | $84K | Buy |
3,000
+550
| +22% | +$15.5K | 0.02% | 365 |
|
|
2018
Q2 | $69K | Buy |
2,450
+1,450
| +145% | +$40.6K | 0.01% | 398 |
|
|
2018
Q1 | $28K | Hold |
1,000
| – | – | 0.01% | 522 |
|
|
2017
Q4 | $28K | Hold |
1,000
| – | – | 0.01% | 471 |
|
|
2017
Q3 | $29K | Buy |
+1,000
| New | +$28.6K | 0.01% | 374 |
|
Other funds holding HYMB
RWP
OPAM
PI
CA
CWM
MPW
SWM
FF
WPC
DWM