Number of Shares
325,517.00
Current Holdings Value*
$8.21 Mil
% of Portfolio
3.84%
Total Estimate Gain
$-637,714.91
% of Total Estimate Gain
-7.21%

Collaborative Wealth Managment Inc.'s SPDR Nuveen ICE High Yield Municipal Bond ETF Holding Summary

As of 2025-03-31, Collaborative Wealth Managment Inc. held 325,517.00 shares of SPDR Nuveen ICE High Yield Municipal Bond ETF(HYMB), totaling $8.21 Mil. This investment constitutes 3.84% of their stock portfolio, and Collaborative Wealth Managment Inc. now holds 0.32% of the outstanding SPDR Nuveen ICE High Yield Municipal Bond ETF(HYMB) stock.

The initial trade took place in 2021Q1. And since then Collaborative Wealth Managment Inc. has made 12 purchases of HYMB, at an average price of $26.65, for a total of 331,895.00 shares. Based on historical transaction data and HYMB's current price of $24.63, Collaborative Wealth Managment Inc.'s estimated gain on his HYMB holdings is $-637,714.91, reflecting a -7.21% gain to date.

Collaborative Wealth Managment Inc. HYMB ($24.63) Holding Chart

Collaborative Wealth Managment Inc. HYMB ($24.63) 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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