XWM
Xcel Wealth Management’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 | $446K | Hold |
18,000
| – | – | 0.13% | 96 |
|
|
2025
Q1 | $454K | Hold |
18,000
| – | – | 0.14% | 97 |
|
|
2024
Q4 | $460K | Hold |
18,000
| – | – | 0.13% | 91 |
|
|
2024
Q3 | $473K | Hold |
18,000
| – | – | 0.14% | 85 |
|
|
2024
Q2 | $458K | Hold |
18,000
| – | – | 0.14% | 84 |
|
|
2024
Q1 | $462K | Buy |
+18,000
| New | +$462K | 0.14% | 84 |
|