WealthShield 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 Q1	$335K	Buy	13,504 +2,050	+18%	+$51.4K	0.04%	280
2025 Q4	$286K	Buy	11,454 +2,124	+23%	+$53.2K	0.03%	297
2025 Q3	$233K	Sell	9,330 -425	-4%	-$10.4K	0.03%	306
2025 Q2	$242K	Sell	9,755 -105	-1%	-$2.59K	0.03%	294
2025 Q1	$249K	Buy	9,860 +95	+1%	+$2.44K	0.03%	291
2024 Q4	$250K	Sell	9,765 -965	-9%	-$25K	0.04%	262
2024 Q3	$282K	Buy	10,730 +40	+0.4%	+$1.04K	0.04%	252
2024 Q2	$272K	Sell	10,690 -60	-0.6%	-$1.52K	0.04%	248
2024 Q1	$276K	Sell	10,750 -3,412	-24%	-$86.6K	0.04%	241
2023 Q4	$358K	Sell	14,162 -815	-5%	-$19.7K	0.06%	225
2023 Q3	$357K	Sell	14,977 -82,543	-85%	-$2.04M	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%	+$1.93M	0.43%	63
2022 Q3	$311K	Buy	12,962 +240	+2%	+$6.16K	0.06%	242
2022 Q2	$327K	Buy	12,722 +340	+3%	+$8.9K	0.06%	238
2022 Q1	$341K	Buy	+12,382	New	+$356K	0.05%	272
2021 Q3	–	Sell	-34,648	Closed	-$1.05M	–	460
2021 Q2	$1.05M	Buy	34,648 +6,682	+24%	+$201K	0.17%	99
2021 Q1	$830K	Buy	+27,966	New	+$830K	0.15%	112