CLIFTONLARSONALLEN WEALTH ADVISORS, LLC HYMB Holdings History
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's SPDR Nuveen ICE High Yield Municipal Bond ETF Holding Summary
As of 2025-03-31, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC held 1.98 Mil shares of SPDR Nuveen ICE High Yield Municipal Bond ETF(HYMB), totaling $49.99 Mil. This investment constitutes 0.93% of their stock portfolio, and CLIFTONLARSONALLEN WEALTH ADVISORS, LLC now holds 1.88% of the outstanding SPDR Nuveen ICE High Yield Municipal Bond ETF(HYMB) stock.
The initial trade took place in 2018Q4. And since then CLIFTONLARSONALLEN WEALTH ADVISORS, LLC has made 8 purchases of HYMB, at an average price of $25.84, for a total of 2.56 Mil shares. In addition, there have been 6 sales at an average price of $26.10 for 576,967.00 shares. Based on historical transaction data and HYMB's current price of $24.51, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's estimated gain on his HYMB holdings is $-2.50 Mil, reflecting a -3.78% gain to date.
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC HYMB ($24.51) Holding Chart
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC HYMB ($24.51) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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