WealthShield Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Sell |
9,755
-105
| -1% | -$2.6K | 0.03% | 294 |
|
|
2025
Q1 | $249K | Buy |
9,860
+95
| +1% | +$2.4K | 0.03% | 290 |
|
|
2024
Q4 | $250K | Sell |
9,765
-965
| -9% | -$24.7K | 0.04% | 262 |
|
|
2024
Q3 | $282K | Buy |
10,730
+40
| +0.4% | +$1.05K | 0.04% | 252 |
|
|
2024
Q2 | $272K | Sell |
10,690
-60
| -0.6% | -$1.53K | 0.04% | 248 |
|
|
2024
Q1 | $276K | Sell |
10,750
-3,412
| -24% | -$87.7K | 0.04% | 241 |
|
|
2023
Q4 | $358K | Sell |
14,162
-815
| -5% | -$20.6K | 0.06% | 225 |
|
|
2023
Q3 | $357K | Sell |
14,977
-82,543
| -85% | -$1.97M | 0.05% | 232 |
|
|
2023
Q2 | $2.44M | Buy |
97,520
+58,536
| +150% | +$1.46M | 0.37% | 67 |
|
|
2023
Q1 | $976K | Sell |
38,984
-53,078
| -58% | -$1.33M | 0.16% | 149 |
|
|
2022
Q4 | $2.25M | Buy |
92,062
+79,100
| +610% | +$1.94M | 0.43% | 63 |
|
|
2022
Q3 | $311K | Buy |
12,962
+240
| +2% | +$5.76K | 0.06% | 242 |
|
|
2022
Q2 | $327K | Buy |
12,722
+340
| +3% | +$8.74K | 0.06% | 238 |
|
|
2022
Q1 | $341K | Buy |
+12,382
| New | +$341K | 0.05% | 272 |
|
|
2021
Q3 | – | Sell |
-34,648
| Closed | -$1.05M | – | 460 |
|
|
2021
Q2 | $1.05M | Buy |
34,648
+6,682
| +24% | +$203K | 0.17% | 99 |
|
|
2021
Q1 | $830K | Buy |
+27,966
| New | +$830K | 0.15% | 112 |
|